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

Laird Norton Wetherby Trust Company’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58M	Buy	4,330 +133	+3%	+$45.3K	0.03%	391
2026 Q1	$1.27M	Sell	4,197 -37	-0.9%	-$11.6K	0.03%	423
2025 Q4	$1.28M	Buy	+4,234	New	+$1.28M	0.03%	439
2023 Q4	–	Sell	-3,717	Closed	-$796K	–	147
2023 Q3	$796K	Sell	3,717 -619	-14%	-$141K	0.1%	48
2023 Q2	$996K	Sell	4,336 -145	-3%	-$31.5K	0.12%	41
2023 Q1	$970K	Sell	4,481 -76	-2%	-$16.4K	0.12%	42
2022 Q4	$914K	Buy	4,557 +437	+11%	+$89.4K	0.13%	39
2022 Q3	$803K	Buy	4,120 +3,026	+277%	+$649K	0.18%	36
2022 Q2	$215K	Buy	+1,094	New	+$237K	0.03%	114

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.2% in Q2 2026, buying an estimated $45.3K and bringing the position to 4,330 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #391.

Laird Norton Wetherby Trust Company first reported a position in VBK in Q2 2022 and has held it in 9 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Laird Norton Wetherby Trust Company held 4,330 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.58M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 133 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $45.3K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #391 holding.
Laird Norton Wetherby Trust Company first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2022 and has held it in 9 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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