Ownership history in Luminvest Wealth Management LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Luminvest Wealth Management LLC reported a position in VANGUARD MUN BD FDS (VTEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 532,359 | +53,251 | +11.1% | 7.43% | $26.8M | $50.00 |
| 2025 Q3 | ADDED | 479,108 | +60,172 | +14.4% | 7.82% | $24.0M | $49.23 |
| 2025 Q2 | ADDED | 418,936 | +43,452 | +11.6% | 7.35% | $20.5M | $47.80 |
| 2025 Q1 | REDUCED | 375,484 | -59,953 | -13.8% | 7.68% | $18.6M | $47.98 |
As of 2025 Q4 — sorted by position size