Laird Norton Wetherby Trust Company’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.8M	Buy	197,038 +1,317	+0.7%	+$439K	1.3%	13
2026 Q1	$58.5M	Buy	195,721 +137,570	+237%	+$43M	1.28%	11
2025 Q4	$18.3M	Buy	+58,151	New	+$18.2M	0.38%	45
2023 Q4	–	Sell	-4,098	Closed	-$802K	–	153
2023 Q3	$802K	Buy	+4,098	New	+$835K	0.1%	47
2023 Q2	–	Sell	-1,635	Closed	-$305K	–	122
2023 Q1	$305K	Hold	1,635	–	–	0.04%	85
2022 Q4	$285K	Hold	1,635	–	–	0.04%	85
2022 Q3	$267K	Hold	1,635	–	–	0.06%	58
2022 Q2	$281K	Sell	1,635 -808	-33%	-$152K	0.04%	93
2022 Q1	$509K	Buy	+2,443	New	+$502K	0.05%	104

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

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

Laird Norton Wetherby Trust Company increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.67% in Q2 2026, buying an estimated $439K and bringing the position to 197,038 shares worth $67.8M. The position accounts for 1.3% of the portfolio, ranked #13.

Laird Norton Wetherby Trust Company first reported a position in VV in Q1 2022 and has held it in 9 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Laird Norton Wetherby Trust Company held 197,038 shares of Vanguard Morningstar Large-Cap ETF worth $67.8M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 1,317 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $439K.
Vanguard Morningstar Large-Cap ETF made up 1.3% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #13 holding.
Laird Norton Wetherby Trust Company first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 9 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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