Luminvest Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.2M	Sell	21,566 -1,632	-7%	-$1.14M	4%	7
2026 Q2	$15.9M	Sell	23,198 -127	-0.5%	-$84.7K	3.69%	8
2026 Q1	$14.4M	Buy	23,325 +807	+4%	+$505K	3.77%	8
2025 Q4	$14.1M	Buy	22,518 +6,663	+42%	+$4.14M	3.92%	8
2025 Q3	$9.7M	Buy	15,855 +1,371	+9%	+$808K	3.16%	8
2025 Q2	$8.25M	Buy	14,484 +379	+3%	+$199K	2.96%	8
2025 Q1	$7.25M	Sell	14,105 -2,553	-15%	-$1.38M	2.99%	9
2024 Q4	$8.98M	Buy	16,658 +45	+0.3%	+$24.4K	3.62%	8
2024 Q3	$8.84M	Sell	16,613 -24	-0.1%	-$12.2K	3.67%	8
2024 Q2	$8.35M	Buy	16,637 +5,717	+52%	+$2.75M	3.92%	8
2024 Q1	$5.59M	Buy	10,920 +20	+0.2%	+$9.15K	3.52%	8
2023 Q4	$5.46M	Buy	+10,900	New	+$4.46M	3.58%	8

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

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

Luminvest Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 7% in Q3 2026, selling an estimated $1.14M and leaving 21,566 shares worth $15.2M. The position accounts for 4% of the portfolio, ranked #7.

Luminvest Wealth Management first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. The position peaked at $15.9M in Q2 2026. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Luminvest Wealth Management held 21,566 shares of Vanguard S&P 500 ETF worth $15.2M as of Q3 2026.
Luminvest Wealth Management sold 1,632 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.14M.
Vanguard S&P 500 ETF made up 4% of Luminvest Wealth Management's portfolio in Q3 2026, its #7 holding.
Luminvest Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Luminvest Wealth Management's Vanguard S&P 500 ETF position peaked at $15.9M in Q2 2026.
3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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