Laird Norton Wetherby Trust Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.75M	Buy	78,314 +21,392	+38%	+$1.8M	0.13%	120
2026 Q1	$4.14M	Sell	56,922 -3,210	-5%	-$250K	0.09%	177
2025 Q4	$4.89M	Buy	+60,132	New	+$4.88M	0.1%	161
2022 Q2	–	Sell	-18,750	Closed	-$898K	–	192
2022 Q1	$898K	Buy	18,750 +540	+3%	+$25.5K	0.08%	73
2021 Q4	$973K	Sell	18,210 -6,624	-27%	-$345K	0.09%	72
2021 Q3	$1.2M	Buy	24,834 +3,156	+15%	+$157K	0.12%	58
2021 Q2	$1.04M	Buy	21,678 +6,762	+45%	+$307K	0.11%	56
2021 Q1	$629K	Hold	14,916	–	–	0.07%	76
2020 Q4	$630K	Buy	+14,916	New	+$595K	0.07%	73

Other funds holding VUG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Laird Norton Wetherby Trust Company increased its Vanguard Morningstar Growth ETF (VUG) stake by 38% in Q2 2026, buying an estimated $1.8M and bringing the position to 78,314 shares worth $6.75M. The position accounts for 0.13% of the portfolio, ranked #120.

Laird Norton Wetherby Trust Company first reported a position in VUG in Q4 2020 and has held it in 9 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Laird Norton Wetherby Trust Company held 78,314 shares of Vanguard Morningstar Growth ETF worth $6.75M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 21,392 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.8M.
Vanguard Morningstar Growth ETF made up 0.13% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #120 holding.
Laird Norton Wetherby Trust Company first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 9 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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