Laird Norton Wetherby Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$803K	Hold	17,090	–	–	0.03%	440
2025 Q2	$792K	Buy	+17,090	New	+$782K	0.04%	428
2024 Q4	$786K	Buy	17,327 +6,221	+56%	+$286K	0.04%	396
2024 Q3	$524K	Sell	11,106 -1,262	-10%	-$58.8K	0.02%	545
2024 Q2	$562K	Hold	12,368	–	–	0.03%	509
2024 Q1	$564K	Sell	12,368 -3,440	-22%	-$157K	0.03%	526
2023 Q4	$733K	Buy	15,808 +27	+0.2%	+$1.19K	0.04%	423
2023 Q3	$691K	Buy	15,781 +3,450	+28%	+$155K	0.04%	428
2023 Q2	$567K	Sell	12,331 -59	-0.5%	-$2.73K	0.03%	492
2023 Q1	$577K	Buy	+12,390	New	+$575K	0.03%	486
2019 Q2	–	Sell	-23,850	Closed	-$1.25M	–	702
2019 Q1	$1.25M	Hold	23,850	–	–	0.16%	138
2018 Q4	$1.23M	Sell	23,850 -831	-3%	-$42.2K	0.17%	131
2018 Q3	$1.26M	Buy	24,681 +831	+3%	+$42.6K	0.16%	143
2018 Q2	$1.23M	Hold	23,850	–	–	0.17%	136
2018 Q1	$1.23M	Buy	23,850 +4,470	+23%	+$231K	0.17%	138
2017 Q4	$1.02M	Buy	19,380 +900	+5%	+$47.4K	0.14%	172
2017 Q3	$975K	Hold	18,480	–	–	0.15%	167
2017 Q2	$973K	Sell	18,480 -4,220	-19%	-$223K	0.17%	150
2017 Q1	$1.19M	Hold	22,700	–	–	0.21%	104
2016 Q4	$1.19M	Hold	22,700	–	–	0.23%	89
2016 Q3	$1.23M	Hold	22,700	–	–	0.25%	88
2016 Q2	$1.22M	Hold	22,700	–	–	0.27%	79
2016 Q1	$1.21M	Hold	22,700	–	–	0.29%	72
2015 Q4	$1.2M	Hold	22,700	–	–	0.29%	75
2015 Q3	$1.21M	Hold	22,700	–	–	0.31%	69
2015 Q2	$1.2M	Hold	22,700	–	–	0.29%	71
2015 Q1	$1.21M	Buy	22,700 +3,200	+16%	+$170K	0.3%	71
2014 Q4	$1.03M	Hold	19,500	–	–	0.26%	79
2014 Q3	$1.02M	Hold	19,500	–	–	0.29%	75
2014 Q2	$1.03M	Sell	19,500 -2,850	-13%	-$149K	0.29%	76
2014 Q1	$1.16M	Hold	22,350	–	–	0.33%	63
2013 Q4	$1.14M	Hold	22,350	–	–	0.33%	65
2013 Q3	$1.15M	Hold	22,350	–	–	0.36%	60
2013 Q2	$1.14M	Buy	+22,350	New	+$1.16M	0.4%	51

Other funds holding VMBS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of New York Mellon New York $544B AUM 28.31% 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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management held its Vanguard Mortgage-Backed Securities ETF (VMBS) position steady in Q3 2025 at 17,090 shares worth $803K. The position accounts for 0.03% of the portfolio, ranked #440.

Laird Norton Wetherby Wealth Management first reported a position in VMBS in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.26M in Q3 2018. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

Laird Norton Wetherby Wealth Management held 17,090 shares of Vanguard Mortgage-Backed Securities ETF worth $803K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Vanguard Mortgage-Backed Securities ETF share count unchanged in Q3 2025.
Vanguard Mortgage-Backed Securities ETF made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #440 holding.
Laird Norton Wetherby Wealth Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2013 and has held it in 34 quarters since.
Laird Norton Wetherby Wealth Management's Vanguard Mortgage-Backed Securities ETF position peaked at $1.26M in Q3 2018.
628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

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