LNWWM
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Laird Norton Wetherby Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.01M Buy
5,393
+60
+1% +$10.9K 0.04% 380
2025
Q2 		$943K Buy
+5,333
New +$901K 0.04% 377
2024
Q4 		$1.05M Buy
6,174
+548
+10% +$96.2K 0.05% 328
2024
Q3 		$982K Buy
5,626
+1,239
+28% +$207K 0.04% 367
2024
Q2 		$704K Sell
4,387
-3,703
-46% -$592K 0.03% 439
2024
Q1 		$1.32M Buy
8,090
+3
+0% +$462 0.06% 296
2023
Q4 		$1.21M Sell
8,087
-104
-1% -$14.6K 0.06% 309
2023
Q3 		$1.13M Sell
8,191
-3,162
-28% -$453K 0.06% 307
2023
Q2 		$1.61M Buy
11,353
+443
+4% +$61.5K 0.09% 245
2023
Q1 		$1.51M Hold
10,910
– – 0.09% 244
2022
Q4 		$1.53M Sell
10,910
-1,027
-9% -$141K 0.1% 229
2022
Q3 		$1.47M Buy
11,937
+7
+0.1% +$946 0.1% 206
2022
Q2 		$1.57M Sell
11,930
-193
-2% -$27.2K 0.11% 196
2022
Q1 		$1.79M Buy
12,123
+699
+6% +$102K 0.1% 185
2021
Q4 		$1.68M Buy
11,424
+4
+0% +$571 0.09% 197
2021
Q3 		$1.55M Buy
11,420
+2,176
+24% +$303K 0.1% 197
2021
Q2 		$1.27M Buy
9,244
+219
+2% +$30.1K 0.08% 241
2021
Q1 		$1.19M Buy
9,025
+358
+4% +$44.9K 0.09% 223
2020
Q4 		$1.03M Buy
8,667
+17
+0.2% +$1.91K 0.07% 263
2020
Q3 		$904K Sell
8,650
-101
-1% -$10.6K 0.08% 240
2020
Q2 		$872K Buy
8,751
+101
+1% +$9.91K 0.08% 243
2020
Q1 		$771K Buy
8,650
+2,600
+43% +$285K 0.09% 229
2019
Q4 		$725K Hold
6,050
– – 0.07% 300
2019
Q3 		$675K Hold
6,050
– – 0.07% 312
2019
Q2 		$671K Sell
6,050
-88
-1% -$9.61K 0.07% 296
2019
Q1 		$661K Sell
6,138
-671
-10% -$70.6K 0.08% 281
2018
Q4 		$667K Hold
6,809
– – 0.09% 251
2018
Q3 		$754K Buy
6,809
+759
+13% +$82.9K 0.09% 250
2018
Q2 		$628K Hold
6,050
– – 0.09% 287
2018
Q1 		$624K Hold
6,050
– – 0.09% 280
2017
Q4 		$643K Hold
6,050
– – 0.09% 274
2017
Q3 		$604K Hold
6,050
– – 0.09% 285
2017
Q2 		$584K Hold
6,050
– – 0.1% 261
2017
Q1 		$577K Hold
6,050
– – 0.1% 251
2016
Q4 		$563K Hold
6,050
– – 0.11% 241
2016
Q3 		$526K Hold
6,050
– – 0.11% 247
2016
Q2 		$514K Hold
6,050
– – 0.11% 214
2016
Q1 		$498K Hold
6,050
– – 0.12% 212
2015
Q4 		$493K Hold
6,050
– – 0.12% 204
2015
Q3 		$464K Hold
6,050
– – 0.12% 209
2015
Q2 		$504K Hold
6,050
– – 0.12% 207
2015
Q1 		$506K Hold
6,050
– – 0.12% 202
2014
Q4 		$511K Hold
6,050
– – 0.13% 185
2014
Q3 		$491K Hold
6,050
– – 0.14% 185
2014
Q2 		$490K Hold
6,050
– – 0.14% 182
2014
Q1 		$473K Hold
6,050
– – 0.14% 188
2013
Q4 		$462K Hold
6,050
– – 0.13% 195
2013
Q3 		$422K Hold
6,050
– – 0.13% 189
2013
Q2 		$409K Buy
+6,050
New +$409K 0.14% 165

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management increased its Vanguard Value ETF (VTV) stake by 1.1% in Q3 2025, buying an estimated $10.9K and bringing the position to 5,393 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #380.

Laird Norton Wetherby Wealth Management first reported a position in VTV in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.79M in Q1 2022. 2,446 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 5,393 shares of Vanguard Value ETF worth $1.01M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 60 Vanguard Value ETF shares in Q3 2025, an estimated $10.9K.
  • Vanguard Value ETF made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #380 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Vanguard Value ETF in Q2 2013 and has held it in 49 quarters since.
  • Laird Norton Wetherby Wealth Management's Vanguard Value ETF position peaked at $1.79M in Q1 2022.
  • 2,446 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2025.

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