Luminvest Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Luminvest Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.23M	Buy	4,674 +84	+2%	+$22.7K	0.32%	24
2025 Q4	$1.18M	Buy	4,590 +923	+25%	+$236K	0.33%	24
2025 Q3	$932K	Buy	3,667 +1,881	+105%	+$466K	0.3%	22
2025 Q2	$425K	Hold	1,786	–	–	0.15%	29
2025 Q1	$396K	Sell	1,786 -2,300	-56%	-$549K	0.16%	25
2024 Q4	$982K	Buy	4,086 +3	+0.1%	+$738	0.4%	17
2024 Q3	$983K	Hold	4,083	–	–	0.41%	17
2024 Q2	$918K	Buy	4,083 +1,781	+77%	+$391K	0.43%	17
2024 Q1	$541K	Sell	2,302 -1,302	-36%	-$280K	0.34%	18
2023 Q4	$854K	Buy	+3,604	New	+$694K	0.56%	13

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Luminvest Wealth Management's VB Position: Q1 2026 in Review

Luminvest Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 1.8% in Q1 2026, buying an estimated $22.7K and bringing the position to 4,674 shares worth $1.23M. The position accounts for 0.32% of the portfolio, ranked #24.

Luminvest Wealth Management first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Luminvest Wealth Management held 4,674 shares of Vanguard Small-Cap ETF worth $1.23M as of Q1 2026.
Luminvest Wealth Management bought 84 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $22.7K.
Vanguard Small-Cap ETF made up 0.32% of Luminvest Wealth Management's portfolio in Q1 2026, its #24 holding.
Luminvest Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.