Luminvest Wealth Management
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Luminvest Wealth Management’s Vanguard Morningstar 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
Q3 		$1.17M Sell
4,115
-561
-12% -$167K 0.31% 20
2026
Q2 		$1.42M Buy
4,676
+2
+0% +$573 0.33% 22
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Luminvest Wealth Management's VB Position: Q3 2026 in Review

Luminvest Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q3 2026, selling an estimated $167K and leaving 4,115 shares worth $1.17M. The position accounts for 0.31% of the portfolio, ranked #20.

Luminvest Wealth Management first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.42M in Q2 2026. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Luminvest Wealth Management held 4,115 shares of Vanguard Morningstar Small-Cap ETF worth $1.17M as of Q3 2026.
  • Luminvest Wealth Management sold 561 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $167K.
  • Vanguard Morningstar Small-Cap ETF made up 0.31% of Luminvest Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Luminvest Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Luminvest Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.42M in Q2 2026.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.