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Laird Norton Wetherby Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.45M Buy
5,693
+507
+10% +$126K 0.06% 294
2025
Q2 		$1.23M Buy
+5,186
New +$1.16M 0.05% 314
2024
Q4 		$1.22M Buy
5,060
+3
+0.1% +$738 0.06% 293
2024
Q3 		$1.2M Sell
5,057
-413
-8% -$93.8K 0.05% 312
2024
Q2 		$1.19M Sell
5,470
-22
-0.4% -$4.83K 0.06% 300
2024
Q1 		$1.26M Sell
5,492
-466
-8% -$100K 0.06% 311
2023
Q4 		$1.27M Sell
5,958
-272
-4% -$52.4K 0.07% 300
2023
Q3 		$1.18M Sell
6,230
-61
-1% -$12.2K 0.07% 300
2023
Q2 		$1.25M Sell
6,291
-398
-6% -$75.2K 0.07% 293
2023
Q1 		$1.27M Buy
6,689
+12
+0.2% +$2.33K 0.07% 283
2022
Q4 		$1.23M Buy
6,677
+1,160
+21% +$215K 0.08% 283
2022
Q3 		$943K Buy
5,517
+71
+1% +$13.4K 0.07% 305
2022
Q2 		$959K Buy
5,446
+465
+9% +$89.8K 0.07% 306
2022
Q1 		$1.06M Buy
4,981
+730
+17% +$154K 0.06% 295
2021
Q4 		$961K Buy
4,251
+2
+0% +$454 0.05% 332
2021
Q3 		$929K Buy
4,249
+101
+2% +$22.5K 0.06% 322
2021
Q2 		$935K Buy
4,148
+1,282
+45% +$284K 0.06% 322
2021
Q1 		$614K Sell
2,866
-852
-23% -$179K 0.05% 383
2020
Q4 		$724K Buy
3,718
+2,225
+149% +$393K 0.05% 354
2020
Q3 		$229K Sell
1,493
-50
-3% -$7.68K 0.02% 609
2020
Q2 		$225K Buy
+1,543
New +$207K 0.02% 604
2018
Q1 		– Sell
-568
Closed -$84K – 684
2017
Q4 		$84K Hold
568
– – 0.01% 637
2017
Q3 		$80K Buy
+568
New +$77.4K 0.01% 610
2015
Q3 		– Sell
-668
Closed -$81K – 492
2015
Q2 		$81K Buy
+668
New +$82K 0.02% 470

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's VB Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 9.8% in Q3 2025, buying an estimated $126K and bringing the position to 5,693 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #294.

Laird Norton Wetherby Wealth Management first reported a position in VB in Q2 2015 and has held it in 24 quarters since. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 5,693 shares of Vanguard Small-Cap ETF worth $1.45M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 507 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $126K.
  • Vanguard Small-Cap ETF made up 0.06% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #294 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Vanguard Small-Cap ETF in Q2 2015 and has held it in 24 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.