LWM
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Luminvest Wealth Management’s Vanguard Morningstar 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
Q2 		$109M Buy
296,405
+9,011
+3% +$3.22M 25.41% 1
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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Luminvest Wealth Management's VTI Position: Q2 2026 in Review

Luminvest Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.1% in Q2 2026, buying an estimated $3.22M and bringing the position to 296,405 shares worth $109M. The position accounts for 25.41% of the portfolio, ranked #1.

Luminvest Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Luminvest Wealth Management held 296,405 shares of Vanguard Morningstar Total Stock Market ETF worth $109M as of Q2 2026.
  • Luminvest Wealth Management bought 9,011 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.22M.
  • Vanguard Morningstar Total Stock Market ETF made up 25.41% of Luminvest Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Luminvest Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.