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Laird Norton Wetherby Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.59M Hold
35,332
– – 0.11% 187
2025
Q2 		$2.47M Buy
+35,332
New +$2.32M 0.11% 183
2024
Q4 		$2.93M Buy
44,444
+8
+0% +$543 0.14% 135
2024
Q3 		$2.93M Sell
44,436
-392
-0.9% -$24.6K 0.13% 152
2024
Q2 		$2.71M Sell
44,828
-1,096
-2% -$66.6K 0.13% 156
2024
Q1 		$2.87M Buy
45,924
+8,824
+24% +$521K 0.14% 142
2023
Q4 		$2.16M Buy
37,100
+26,380
+246% +$1.41M 0.11% 187
2023
Q3 		$558K Sell
10,720
-120
-1% -$6.58K 0.03% 484
2023
Q2 		$597K Sell
10,840
-1,960
-15% -$103K 0.03% 475
2023
Q1 		$675K Buy
12,800
+68
+0.5% +$3.62K 0.04% 433
2022
Q4 		$649K Buy
12,732
+1,916
+18% +$97.6K 0.04% 432
2022
Q3 		$508K Buy
10,816
+884
+9% +$46.2K 0.04% 489
2022
Q2 		$489K Buy
9,932
+360
+4% +$19.5K 0.03% 512
2022
Q1 		$569K Sell
9,572
-604
-6% -$35.4K 0.03% 483
2021
Q4 		$648K Hold
10,176
– – 0.04% 430
2021
Q3 		$602K Buy
10,176
+300
+3% +$18.1K 0.04% 445
2021
Q2 		$586K Buy
9,876
+2,868
+41% +$166K 0.04% 452
2021
Q1 		$388K Sell
7,008
-1,012
-13% -$54.9K 0.03% 518
2020
Q4 		$415K Buy
+8,020
New +$388K 0.03% 525
2019
Q1 		– Sell
-6,008
Closed -$208K – 682
2018
Q4 		$208K Hold
6,008
– – 0.03% 576
2018
Q3 		$247K Buy
+6,008
New +$245K 0.03% 557
2018
Q1 		– Sell
-3,200
Closed -$124K – 690
2017
Q4 		$124K Hold
3,200
– – 0.02% 622
2017
Q3 		$118K Buy
+3,200
New +$115K 0.02% 599
2015
Q3 		– Sell
-5,116
Closed -$163K – 497
2015
Q2 		$163K Buy
+5,116
New +$166K 0.04% 445

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2025 at 35,332 shares worth $2.59M. The position accounts for 0.11% of the portfolio, ranked #187.

Laird Norton Wetherby Wealth Management first reported a position in VO in Q2 2015 and has held it in 24 quarters since. The position peaked at $2.93M in Q4 2024. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 35,332 shares of Vanguard Mid-Cap ETF worth $2.59M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Mid-Cap ETF made up 0.11% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #187 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2015 and has held it in 24 quarters since.
  • Laird Norton Wetherby Wealth Management's Vanguard Mid-Cap ETF position peaked at $2.93M in Q4 2024.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

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