Luminvest Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$94.7M	Buy	287,394 +6,754	+2%	+$2.27M	24.76%	1
2025 Q4	$94.1M	Buy	280,640 +20,736	+8%	+$6.9M	26.1%	1
2025 Q3	$85.3M	Buy	259,904 +7,506	+3%	+$2.37M	27.8%	1
2025 Q2	$77M	Buy	252,398 +2,023	+0.8%	+$569K	27.61%	1
2025 Q1	$68.8M	Buy	250,375 +1,579	+0.6%	+$459K	28.36%	1
2024 Q4	$72.1M	Buy	248,796 +14,284	+6%	+$4.17M	29.11%	1
2024 Q3	$66.9M	Buy	234,512 +10,593	+5%	+$2.89M	27.77%	1
2024 Q2	$60.2M	Buy	223,919 +55,089	+33%	+$14.3M	28.27%	1
2024 Q1	$46.3M	Buy	168,830 +4,023	+2%	+$995K	29.15%	1
2023 Q4	$44.1M	Buy	+164,807	New	+$36.4M	28.89%	1

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Luminvest Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 2.4% in Q1 2026, buying an estimated $2.27M and bringing the position to 287,394 shares worth $94.7M. The position accounts for 24.76% of the portfolio, ranked #1.

Luminvest Wealth Management first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Luminvest Wealth Management held 287,394 shares of Vanguard Total Stock Market ETF worth $94.7M as of Q1 2026.
Luminvest Wealth Management bought 6,754 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.27M.
Vanguard Total Stock Market ETF made up 24.76% of Luminvest Wealth Management's portfolio in Q1 2026, its #1 holding.
Luminvest Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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