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

Laird Norton Wetherby Wealth Management’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$239K Hold
1,371
– – 0.01% 823
2025
Q2 		$225K Buy
+1,371
New +$217K 0.01% 826
2024
Q4 		$254K Hold
1,571
– – 0.01% 757
2024
Q3 		$263K Hold
1,571
– – 0.01% 779
2024
Q2 		$236K Sell
1,571
-1,769
-53% -$268K 0.01% 789
2024
Q1 		$521K Sell
3,340
-105
-3% -$15.4K 0.02% 544
2023
Q4 		$500K Sell
3,445
-24
-0.7% -$3.22K 0.03% 544
2023
Q3 		$454K Hold
3,469
– – 0.03% 552
2023
Q2 		$480K Buy
3,469
+1
+0% +$133 0.03% 554
2023
Q1 		$465K Hold
3,468
– – 0.03% 559
2022
Q4 		$469K Buy
3,468
+1
+0% +$134 0.03% 540
2022
Q3 		$422K Sell
3,467
-374
-10% -$50.6K 0.03% 546
2022
Q2 		$498K Buy
3,841
+905
+31% +$128K 0.03% 506
2022
Q1 		$439K Hold
2,936
– – 0.03% 564
2021
Q4 		$442K Buy
2,936
+102
+4% +$15K 0.02% 570
2021
Q3 		$396K Buy
2,834
+50
+2% +$7.1K 0.02% 592
2021
Q2 		$392K Buy
2,784
+1,015
+57% +$143K 0.02% 609
2021
Q1 		$239K Sell
1,769
-1,015
-36% -$130K 0.02% 692
2020
Q4 		$331K Buy
+2,784
New +$312K 0.02% 625
2020
Q3 		– Sell
-2,123
Closed -$203K – 747
2020
Q2 		$203K Buy
+2,123
New +$195K 0.02% 644
2020
Q1 		– Sell
-1,769
Closed -$211K – 748
2019
Q4 		$211K Hold
1,769
– – 0.02% 654
2019
Q3 		$200K Buy
+1,769
New +$197K 0.02% 661
2018
Q4 		– Sell
-1,769
Closed -$200K – 680
2018
Q3 		$200K Buy
+1,769
New +$201K 0.02% 625
2018
Q1 		– Sell
-1,769
Closed -$197K – 691
2017
Q4 		$197K Hold
1,769
– – 0.03% 603
2017
Q3 		$187K Buy
+1,769
New +$184K 0.03% 579
2015
Q3 		– Sell
-1,769
Closed -$160K – 498
2015
Q2 		$160K Buy
+1,769
New +$164K 0.04% 448

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q3 2025 at 1,371 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #823.

Laird Norton Wetherby Wealth Management first reported a position in VOE in Q2 2015 and has held it in 26 quarters since. The position peaked at $521K in Q1 2024. 1,111 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 1,371 shares of Vanguard Mid-Cap Value ETF worth $239K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q3 2025.
  • Vanguard Mid-Cap Value ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #823 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2015 and has held it in 26 quarters since.
  • Laird Norton Wetherby Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $521K in Q1 2024.
  • 1,111 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2025.

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