Vanguard Group
LUNA

Vanguard Group’s Luna Innovations Incorporated LUNA Stock Holding History

Vanguard Group’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,647,059
Closed -$3.56M – 4369
2024
Q4 		$3.56M Sell
1,647,059
-21,854
-1% -$38.7K ﹤0.01% 3389
2024
Q3 		$3.92M Hold
1,668,913
– – ﹤0.01% 3358
2024
Q2 		$5.34M Sell
1,668,913
-177,760
-10% -$527K ﹤0.01% 3230
2024
Q1 		$5.92M Buy
1,846,673
+16,773
+0.9% +$107K ﹤0.01% 3233
2023
Q4 		$12.2M Buy
1,829,900
+187,366
+11% +$1.16M ﹤0.01% 2837
2023
Q3 		$9.63M Buy
1,642,534
+5,600
+0.3% +$42.4K ﹤0.01% 2907
2023
Q2 		$14.9M Buy
1,636,934
+163,686
+11% +$1.3M ﹤0.01% 2726
2023
Q1 		$10.6M Buy
1,473,248
+24,862
+2% +$219K ﹤0.01% 2905
2022
Q4 		$12.7M Buy
1,448,386
+23,055
+2% +$146K ﹤0.01% 2840
2022
Q3 		$6.33M Buy
1,425,331
+28,005
+2% +$160K ﹤0.01% 3194
2022
Q2 		$8.15M Sell
1,397,326
-209,253
-13% -$1.23M ﹤0.01% 3095
2022
Q1 		$12.4M Sell
1,606,579
-152,548
-9% -$1.1M ﹤0.01% 3039
2021
Q4 		$14.8M Buy
1,759,127
+149,723
+9% +$1.34M ﹤0.01% 2999
2021
Q3 		$15.3M Buy
1,609,404
+206,802
+15% +$2.23M ﹤0.01% 3002
2021
Q2 		$15.2M Buy
1,402,602
+44,014
+3% +$479K ﹤0.01% 2987
2021
Q1 		$14.3M Sell
1,358,588
-78,853
-5% -$882K ﹤0.01% 2962
2020
Q4 		$14.2M Buy
1,437,441
+273,504
+23% +$2.18M ﹤0.01% 2810
2020
Q3 		$6.96M Sell
1,163,937
-558,079
-32% -$3.3M ﹤0.01% 2981
2020
Q2 		$10.1M Buy
1,722,016
+121,484
+8% +$792K ﹤0.01% 2770
2020
Q1 		$9.84M Buy
1,600,532
+425,455
+36% +$3.15M ﹤0.01% 2635
2019
Q4 		$8.57M Buy
1,175,077
+155,204
+15% +$1.02M ﹤0.01% 2931
2019
Q3 		$5.91M Buy
1,019,873
+60,897
+6% +$337K ﹤0.01% 3078
2019
Q2 		$4.32M Buy
958,976
+697
+0.1% +$2.99K ﹤0.01% 3217
2019
Q1 		$4M Buy
958,279
+62,471
+7% +$223K ﹤0.01% 3216
2018
Q4 		$3M Buy
895,808
+31,709
+4% +$103K ﹤0.01% 3262
2018
Q3 		$2.79M Buy
864,099
+177,962
+26% +$630K ﹤0.01% 3423
2018
Q2 		$2.04M Buy
686,137
+53,427
+8% +$172K ﹤0.01% 3494
2018
Q1 		$2.05M Buy
632,710
+161,614
+34% +$405K ﹤0.01% 3456
2017
Q4 		$1.15M Buy
471,096
+84,757
+22% +$166K ﹤0.01% 3580
2017
Q3 		$653K Sell
386,339
-89,150
-19% -$130K ﹤0.01% 3690
2017
Q2 		$718K Buy
475,489
+2,400
+0.5% +$3.69K ﹤0.01% 3654
2017
Q1 		$818K Buy
473,089
+117,900
+33% +$215K ﹤0.01% 3634
2016
Q4 		$522K Buy
355,189
+65,886
+23% +$90.2K ﹤0.01% 3725
2016
Q3 		$408K Buy
289,303
+32,020
+12% +$42K ﹤0.01% 3794
2016
Q2 		$319K Buy
257,283
+1,900
+0.7% +$2.09K ﹤0.01% 3870
2016
Q1 		$268K Hold
255,383
– – ﹤0.01% 3910
2015
Q4 		$276K Hold
255,383
– – ﹤0.01% 3959
2015
Q3 		$240K Hold
255,383
– – ﹤0.01% 4003
2015
Q2 		$263K Buy
255,383
+89,697
+54% +$110K ﹤0.01% 3998
2015
Q1 		$224K Buy
165,686
+4,600
+3% +$6.77K ﹤0.01% 3982
2014
Q4 		$228K Hold
161,086
– – ﹤0.01% 3882
2014
Q3 		$224K Buy
161,086
+400
+0.2% +$552 ﹤0.01% 3873
2014
Q2 		$220K Buy
160,686
+13,300
+9% +$19.1K ﹤0.01% 3840
2014
Q1 		$220K Buy
147,386
+47,607
+48% +$72.8K ﹤0.01% 3804
2013
Q4 		$140K Buy
99,779
+4,500
+5% +$6K ﹤0.01% 3800
2013
Q3 		$131K Buy
95,279
+68,221
+252% +$91K ﹤0.01% 3748
2013
Q2 		$35K Buy
+27,058
New +$34.1K ﹤0.01% 3779

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Vanguard Group's LUNA Position: Q1 2025 in Review

Vanguard Group sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 1,647,059 shares — an estimated $3.56M sold.

Vanguard Group first reported a position in LUNA in Q2 2013 and held it in 47 quarters. The position peaked at $15.3M in Q3 2021. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Vanguard Group reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Vanguard Group sold 1,647,059 Luna Innovations Incorporated shares in Q1 2025, an estimated $3.56M.
  • Vanguard Group first reported a position in Luna Innovations Incorporated in Q2 2013 and held it in 47 quarters.
  • Vanguard Group's Luna Innovations Incorporated position peaked at $15.3M in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Vanguard Group's 13F filing for Q1 2025, filed 9 May 2025.