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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$377K	Sell	1,808 -12	-0.7%	-$2.45K	0.02%	672
2025 Q2	$355K	Buy	+1,820	New	+$337K	0.02%	667
2024 Q2	–	Sell	-1,070	Closed	-$205K	–	979
2024 Q1	$205K	Buy	+1,070	New	+$193K	0.01%	878
2022 Q4	–	Sell	-4,870	Closed	-$698K	–	961
2022 Q3	$698K	Buy	+4,870	New	+$774K	0.05%	377
2018 Q1	–	Sell	-1,166	Closed	-$155K	–	686
2017 Q4	$155K	Hold	1,166	–	–	0.02%	614
2017 Q3	$149K	Buy	+1,166	New	+$144K	0.02%	590
2015 Q3	–	Sell	-1,166	Closed	-$126K	–	494
2015 Q2	$126K	Buy	+1,166	New	+$128K	0.03%	455

Other funds holding VBR

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 0.66% in Q3 2025, selling an estimated $2.45K and leaving 1,808 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #672.

Laird Norton Wetherby Wealth Management first reported a position in VBR in Q2 2015 and has held it in 7 quarters since. The position peaked at $698K in Q3 2022. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Laird Norton Wetherby Wealth Management held 1,808 shares of Vanguard Small-Cap Value ETF worth $377K as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 12 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $2.45K.
Vanguard Small-Cap Value ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #672 holding.
Laird Norton Wetherby Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2015 and has held it in 7 quarters since.
Laird Norton Wetherby Wealth Management's Vanguard Small-Cap Value ETF position peaked at $698K in Q3 2022.
1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

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