Laird Norton Wetherby Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.04M	Buy	6,642 +27	+0.4%	+$8K	0.08%	223
2025 Q2	$1.89M	Buy	+6,615	New	+$1.74M	0.08%	233
2024 Q4	$1.62M	Sell	6,025 -302	-5%	-$81.8K	0.08%	235
2024 Q3	$1.67M	Hold	6,327	–	–	0.08%	252
2024 Q2	$1.58M	Hold	6,327	–	–	0.07%	254
2024 Q1	$1.52M	Hold	6,327	–	–	0.07%	268
2023 Q4	$1.38M	Hold	6,327	–	–	0.07%	273
2023 Q3	$1.24M	Hold	6,327	–	–	0.07%	290
2023 Q2	$1.28M	Buy	6,327 +50	+0.8%	+$9.58K	0.07%	286
2023 Q1	$1.17M	Hold	6,277	–	–	0.07%	299
2022 Q4	$1.09M	Hold	6,277	–	–	0.07%	305
2022 Q3	$1.03M	Buy	6,277 +15	+0.2%	+$2.73K	0.07%	284
2022 Q2	$1.08M	Buy	6,262 +35	+0.6%	+$6.57K	0.07%	277
2022 Q1	$1.3M	Buy	6,227 +50	+0.8%	+$10.3K	0.07%	256
2021 Q4	$1.36M	Hold	6,177	–	–	0.08%	237
2021 Q3	$1.24M	Sell	6,177 -257	-4%	-$53.1K	0.08%	245
2021 Q2	$1.29M	Buy	6,434 +22	+0.3%	+$4.29K	0.08%	239
2021 Q1	$1.19M	Sell	6,412 -1,199	-16%	-$217K	0.09%	221
2020 Q4	$1.34M	Buy	7,611 +13	+0.2%	+$2.16K	0.09%	214
2020 Q3	$1.19M	Hold	7,598	–	–	0.11%	184
2020 Q2	$1.09M	Hold	7,598	–	–	0.1%	196
2020 Q1	$900K	Hold	7,598	–	–	0.1%	206
2019 Q4	$1.12M	Hold	7,598	–	–	0.11%	197
2019 Q3	$1.04M	Hold	7,598	–	–	0.11%	208
2019 Q2	$1.02M	Sell	7,598 -375	-5%	-$49.6K	0.11%	202
2019 Q1	$1.03M	Sell	7,973 -405	-5%	-$50.6K	0.13%	180
2018 Q4	$962K	Hold	8,378	–	–	0.14%	168
2018 Q3	$1.12M	Buy	8,378 +1,591	+23%	+$208K	0.14%	164
2018 Q2	$847K	Hold	6,787	–	–	0.11%	207
2018 Q1	$823K	Hold	6,787	–	–	0.11%	211
2017 Q4	$832K	Hold	6,787	–	–	0.12%	209
2017 Q3	$783K	Hold	6,787	–	–	0.12%	210
2017 Q2	$753K	Sell	6,787 -793	-10%	-$87.2K	0.13%	201
2017 Q1	$819K	Hold	7,580	–	–	0.15%	168
2016 Q4	$776K	Hold	7,580	–	–	0.15%	156
2016 Q3	$752K	Hold	7,580	–	–	0.15%	165
2016 Q2	$727K	Hold	7,580	–	–	0.16%	149
2016 Q1	$713K	Buy	7,580 +51	+0.7%	+$4.55K	0.17%	137
2015 Q4	$704K	Buy	7,529 +7	+0.1%	+$659	0.17%	135
2015 Q3	$662K	Buy	7,522 +4	+0.1%	+$373	0.17%	133
2015 Q2	$713K	Buy	7,518 +54	+0.7%	+$5.23K	0.17%	134
2015 Q1	$711K	Sell	7,464 -1,498	-17%	-$142K	0.17%	128
2014 Q4	$846K	Hold	8,962	–	–	0.21%	102
2014 Q3	$811K	Sell	8,962 -1,535	-15%	-$139K	0.23%	102
2014 Q2	$945K	Buy	10,497 +5,146	+96%	+$450K	0.27%	84
2014 Q1	$460K	Hold	5,351	–	–	0.13%	193
2013 Q4	$454K	Hold	5,351	–	–	0.13%	199
2013 Q3	$414K	Hold	5,351	–	–	0.13%	195
2013 Q2	$393K	Buy	+5,351	New	+$395K	0.14%	173

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.41% in Q3 2025, buying an estimated $8K and bringing the position to 6,642 shares worth $2.04M. The position accounts for 0.08% of the portfolio, ranked #223.

Laird Norton Wetherby Wealth Management first reported a position in VV in Q2 2013 and has held it in 49 quarters since. 1,268 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Laird Norton Wetherby Wealth Management held 6,642 shares of Vanguard Morningstar Large-Cap ETF worth $2.04M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 27 Vanguard Morningstar Large-Cap ETF shares in Q3 2025, an estimated $8K.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #223 holding.
Laird Norton Wetherby Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 49 quarters since.
1,268 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

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