Laird Norton Wetherby Trust Company
VBR icon

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

Laird Norton Wetherby Trust Company’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$572K Buy
2,353
+667
+40% +$155K 0.01% 671
2026
Q1 		$366K Buy
1,686
+17
+1% +$3.8K 0.01% 811
2025
Q4 		$353K Buy
+1,669
New +$349K 0.01% 830

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Aspiriant LLC
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Wells Fargo
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
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UBS Group
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Laird Norton Wetherby Trust Company's VBR Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 40% in Q2 2026, buying an estimated $155K and bringing the position to 2,353 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #671.

Laird Norton Wetherby Trust Company first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,772 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 2,353 shares of Vanguard Morningstar Small-Cap Value ETF worth $572K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 667 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $155K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #671 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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