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Laird Norton Wetherby Trust Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.8M Sell
95,164
-3,018
-3% -$865K 0.55% 33
2026
Q1 		$25.7M Buy
98,182
+9,313
+10% +$2.52M 0.56% 30
2025
Q4 		$22.9M Buy
+88,869
New +$22.8M 0.48% 33
2024
Q2 		– Sell
-25,552
Closed -$5.84M – 84
2024
Q1 		$5.84M Hold
25,552
– – 0.79% 19
2023
Q4 		$5.45M Sell
25,552
-4,230
-14% -$815K 0.64% 25
2023
Q3 		$5.63M Sell
29,782
-157
-0.5% -$31.3K 0.72% 19
2023
Q2 		$5.95M Buy
29,939
+714
+2% +$135K 0.7% 18
2023
Q1 		$5.54M Buy
29,225
+16,233
+125% +$3.15M 0.69% 19
2022
Q4 		$2.38M Buy
12,992
+6,295
+94% +$1.17M 0.34% 25
2022
Q3 		$1.14M Buy
6,697
+3,130
+88% +$591K 0.26% 30
2022
Q2 		$628K Buy
3,567
+374
+12% +$72.2K 0.08% 52
2022
Q1 		$678K Hold
3,193
– – 0.06% 89
2021
Q4 		$721K Sell
3,193
-12
-0.4% -$2.73K 0.07% 86
2021
Q3 		$700K Hold
3,205
– – 0.07% 87
2021
Q2 		$722K Buy
3,205
+259
+9% +$57.4K 0.08% 72
2021
Q1 		$573K Sell
2,946
-443
-13% -$93.3K 0.06% 83
2020
Q4 		$660K Buy
+3,389
New +$598K 0.07% 71

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Laird Norton Wetherby Trust Company's VB Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.1% in Q2 2026, selling an estimated $865K and leaving 95,164 shares worth $28.8M. The position accounts for 0.55% of the portfolio, ranked #33.

Laird Norton Wetherby Trust Company first reported a position in VB in Q4 2020 and has held it in 17 quarters since. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 95,164 shares of Vanguard Morningstar Small-Cap ETF worth $28.8M as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 3,018 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $865K.
  • Vanguard Morningstar Small-Cap ETF made up 0.55% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #33 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 17 quarters since.
  • 2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.