Laird Norton Wetherby Trust Company’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.61M	Sell	32,406 -1,342	-4%	-$104K	0.05%	279
2026 Q1	$2.42M	Sell	33,748 -3,488	-9%	-$259K	0.05%	282
2025 Q4	$2.7M	Buy	+37,236	New	+$2.71M	0.06%	263
2023 Q4	–	Sell	-5,924	Closed	-$308K	–	150
2023 Q3	$308K	Sell	5,924 -340	-5%	-$18.6K	0.04%	89
2023 Q2	$345K	Hold	6,264	–	–	0.04%	81
2023 Q1	$330K	Sell	6,264 -100	-2%	-$5.32K	0.04%	80
2022 Q4	$324K	Hold	6,364	–	–	0.05%	77
2022 Q3	$299K	Buy	+6,364	New	+$333K	0.07%	55
2022 Q2	–	Sell	-7,964	Closed	-$473K	–	191
2022 Q1	$473K	Hold	7,964	–	–	0.04%	112
2021 Q4	$507K	Buy	7,964 +3,988	+100%	+$250K	0.05%	111
2021 Q3	$235K	Sell	3,976 -120	-3%	-$7.25K	0.02%	163
2021 Q2	$243K	Sell	4,096 -36	-0.9%	-$2.09K	0.03%	139
2021 Q1	$213K	Hold	4,132	–	–	0.02%	142
2020 Q4	$214K	Buy	+4,132	New	+$200K	0.02%	139

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4% in Q2 2026, selling an estimated $104K and leaving 32,406 shares worth $2.61M. The position accounts for 0.05% of the portfolio, ranked #279.

Laird Norton Wetherby Trust Company first reported a position in VO in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.7M in Q4 2025. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Laird Norton Wetherby Trust Company held 32,406 shares of Vanguard Morningstar Mid-Cap ETF worth $2.61M as of Q2 2026.
Laird Norton Wetherby Trust Company sold 1,342 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $104K.
Vanguard Morningstar Mid-Cap ETF made up 0.05% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #279 holding.
Laird Norton Wetherby Trust Company first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 14 quarters since.
Laird Norton Wetherby Trust Company's Vanguard Morningstar Mid-Cap ETF position peaked at $2.7M in Q4 2025.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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