Laird Norton Wetherby Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$426K	Hold	1,678	–	–	0.02%	587
2024 Q3	$409K	Hold	1,678	–	–	0.02%	630
2024 Q2	$385K	Hold	1,678	–	–	0.02%	622
2024 Q1	$396K	Hold	1,678	–	–	0.02%	638
2023 Q4	$368K	Hold	1,678	–	–	0.02%	653
2023 Q3	$327K	Hold	1,678	–	–	0.02%	664
2023 Q2	$345K	Hold	1,678	–	–	0.02%	664
2023 Q1	$327K	Hold	1,678	–	–	0.02%	674
2022 Q4	$302K	Hold	1,678	–	–	0.02%	679
2022 Q3	$286K	Hold	1,678	–	–	0.02%	678
2022 Q2	$294K	Hold	1,678	–	–	0.02%	690
2022 Q1	$374K	Hold	1,678	–	–	0.02%	620
2021 Q4	$427K	Hold	1,678	–	–	0.02%	582
2021 Q3	$397K	Hold	1,678	–	–	0.02%	589
2021 Q2	$397K	Buy	1,678 +26	+2%	+$5.83K	0.02%	603
2021 Q1	$355K	Sell	1,652 -11	-0.7%	-$2.39K	0.03%	544
2020 Q4	$353K	Buy	1,663 +11	+0.7%	+$2.17K	0.02%	595
2020 Q3	$298K	Hold	1,652	–	–	0.03%	529
2020 Q2	$273K	Hold	1,652	–	–	0.03%	551
2020 Q1	$209K	Hold	1,652	–	–	0.02%	564
2019 Q4	$262K	Hold	1,652	–	–	0.03%	577
2019 Q3	$245K	Hold	1,652	–	–	0.03%	606
2019 Q2	$247K	Hold	1,652	–	–	0.03%	590
2019 Q1	$236K	Buy	+1,652	New	+$222K	0.03%	574
2018 Q4	–	Sell	-1,652	Closed	-$235K	–	681
2018 Q3	$235K	Hold	1,652	–	–	0.03%	571
2018 Q2	$222K	Hold	1,652	–	–	0.03%	573
2018 Q1	$214K	Hold	1,652	–	–	0.03%	591
2017 Q4	$211K	Hold	1,652	–	–	0.03%	585
2017 Q3	$201K	Buy	+1,652	New	+$197K	0.03%	570
2015 Q3	–	Sell	-1,652	Closed	-$176K	–	499
2015 Q2	$176K	Buy	+1,652	New	+$179K	0.04%	439

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's VOT Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q4 2024 at 1,678 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #587.

Laird Norton Wetherby Wealth Management first reported a position in VOT in Q2 2015 and has held it in 30 quarters since. The position peaked at $427K in Q4 2021. 979 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

Laird Norton Wetherby Wealth Management held 1,678 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $426K as of Q4 2024.
Laird Norton Wetherby Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q4 2024.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #587 holding.
Laird Norton Wetherby Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2015 and has held it in 30 quarters since.
Laird Norton Wetherby Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $427K in Q4 2021.
979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.