LNWWM
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Laird Norton Wetherby Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$263K Buy
4,388
+28
+0.6% +$1.67K 0.01% 798
2025
Q2 		$261K Buy
+4,360
New +$258K 0.01% 784
2024
Q4 		$225K Sell
3,874
-22
-0.6% -$1.29K 0.01% 800
2024
Q3 		$235K Buy
+3,896
New +$233K 0.01% 812
2024
Q2 		– Sell
-3,563
Closed -$209K – 981
2024
Q1 		$209K Sell
3,563
-79
-2% -$4.63K 0.01% 872
2023
Q4 		$216K Buy
+3,642
New +$210K 0.01% 835
2023
Q3 		– Sell
-16,001
Closed -$939K – 978
2023
Q2 		$939K Buy
16,001
+8,190
+105% +$488K 0.05% 351
2023
Q1 		$468K Buy
7,811
+6
+0.1% +$355 0.03% 555
2022
Q4 		$456K Buy
7,805
+33
+0.4% +$1.93K 0.03% 553
2022
Q3 		$453K Buy
+7,772
New +$471K 0.03% 531

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return