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

Laird Norton Wetherby Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,555	Closed	-$279K	–	700
2019 Q1	$279K	Hold	1,555	–	–	0.03%	535
2018 Q4	$234K	Hold	1,555	–	–	0.03%	537
2018 Q3	$291K	Buy	1,555 +350	+29%	+$64.4K	0.04%	505
2018 Q2	$212K	Buy	+1,205	New	+$207K	0.03%	588
2018 Q1	–	Sell	-1,205	Closed	-$194K	–	685
2017 Q4	$194K	Hold	1,205	–	–	0.03%	604
2017 Q3	$184K	Buy	+1,205	New	+$177K	0.03%	580
2015 Q3	–	Sell	-1,205	Closed	-$162K	–	493
2015 Q2	$162K	Buy	+1,205	New	+$162K	0.04%	446

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's VBK Position: Q2 2019 in Review

Laird Norton Wetherby Wealth Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2019, closing a stake of 1,555 shares — an estimated $279K sold.

Laird Norton Wetherby Wealth Management first reported a position in VBK in Q2 2015 and held it in 7 quarters. The position peaked at $291K in Q3 2018. 495 funds tracked by Wall St. Rank hold VBK as of Q2 2019.

Laird Norton Wetherby Wealth Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 1,555 Vanguard Small-Cap Growth ETF shares in Q2 2019, an estimated $279K.
Laird Norton Wetherby Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q2 2015 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $291K in Q3 2018.
495 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2019, filed 25 Jul 2019.