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 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	$9.71M	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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Luminvest Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q1 2026, buying an estimated $505K and bringing the position to 23,325 shares worth $14.4M. The position accounts for 3.77% of the portfolio, ranked #8.

Luminvest Wealth Management first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Luminvest Wealth Management held 23,325 shares of Vanguard S&P 500 ETF worth $14.4M as of Q1 2026.
Luminvest Wealth Management bought 807 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $505K.
Vanguard S&P 500 ETF made up 3.77% of Luminvest Wealth Management's portfolio in Q1 2026, its #8 holding.
Luminvest Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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