Willow Creek Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Willow Creek Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$119M	Buy	1,503,962 +89,801	+6%	+$7.06M	9.77%	2
2025 Q2	$111M	Buy	1,414,161 +51,835	+4%	+$4.05M	10.01%	2
2025 Q1	$107M	Buy	1,362,326 +42,250	+3%	+$3.28M	10.38%	1
2024 Q4	$102M	Buy	1,320,076 +109,651	+9%	+$8.51M	10.4%	2
2024 Q3	$95.2M	Buy	1,210,425 +66,777	+6%	+$5.2M	10.01%	2
2024 Q2	$87.7M	Buy	1,143,648 +63,246	+6%	+$4.83M	9.98%	2
2024 Q1	$82.8M	Buy	1,080,402 +51,951	+5%	+$3.99M	9.69%	2
2023 Q4	$79.2M	Buy	1,028,451 +5,644	+0.6%	+$427K	9.93%	3
2023 Q3	$76.9M	Buy	1,022,807 +35,568	+4%	+$2.68M	11.45%	2
2023 Q2	$74.6M	Buy	987,239 +36,395	+4%	+$2.77M	10.57%	3
2023 Q1	$72.7M	Buy	950,844 +9,232	+1%	+$700K	11.22%	3
2022 Q4	$70.9M	Buy	941,612 +49,052	+5%	+$3.68M	11.77%	2
2022 Q3	$66.8M	Sell	892,560 -79,734	-8%	-$6.09M	12.96%	2
2022 Q2	$74.7M	Buy	972,294 +95,714	+11%	+$7.37M	13.85%	2
2022 Q1	$68.3M	Buy	876,580 +249,061	+40%	+$19.8M	13.72%	3
2021 Q4	$50.7M	Buy	627,519 +21,734	+4%	+$1.77M	10.49%	3
2021 Q3	$49.6M	Buy	605,785 +8,187	+1%	+$673K	11%	3
2021 Q2	$49.1M	Buy	597,598 +17,406	+3%	+$1.43M	11.72%	3
2021 Q1	$47.7M	Buy	580,192 +47,578	+9%	+$3.93M	17.52%	2
2020 Q4	$44.2M	Buy	532,614 +29,973	+6%	+$2.48M	16.63%	2
2020 Q3	$41.7M	Buy	502,641 +27,059	+6%	+$2.25M	17.22%	2
2020 Q2	$39.5M	Buy	475,582 +10,423	+2%	+$862K	17.75%	2
2020 Q1	$38.2M	Sell	465,159 -51,802	-10%	-$4.21M	19.24%	2
2019 Q4	$41.7M	Sell	516,961 -6,623	-1%	-$535K	19.02%	2
2019 Q3	$42.3M	Sell	523,584 -6,196	-1%	-$500K	19.61%	2
2019 Q2	$42.7M	Sell	529,780 -29,500	-5%	-$2.35M	20.44%	2
2019 Q1	$44.5M	Sell	559,280 -20,479	-4%	-$1.62M	22.44%	2
2018 Q4	$45.6M	Sell	579,759 -99,760	-15%	-$7.78M	24.22%	2
2018 Q3	$53M	Sell	679,519 -21,434	-3%	-$1.67M	29.57%	2
2018 Q2	$54.8M	Buy	700,953 +15,349	+2%	+$1.2M	30.84%	2
2018 Q1	$53.8M	Buy	685,604 +72,996	+12%	+$5.74M	28.8%	2
2017 Q4	$48.5M	Buy	612,608 +11,927	+2%	+$948K	31.96%	2
2017 Q3	$47.9M	Buy	600,681 +19,475	+3%	+$1.56M	31.29%	2
2017 Q2	$46.4M	Buy	581,206 +17,530	+3%	+$1.4M	31.24%	2
2017 Q1	$44.9M	Buy	563,676 +33,167	+6%	+$2.64M	31.02%	2
2016 Q4	$42.1M	Buy	530,509 +48,688	+10%	+$3.89M	31.09%	2
2016 Q3	$38.9M	Buy	481,821 +18,694	+4%	+$1.51M	30.67%	2
2016 Q2	$37.5M	Buy	463,127 +51,294	+12%	+$4.13M	30.53%	2
2016 Q1	$33.2M	Sell	411,833 -25,273	-6%	-$2.03M	30.08%	2
2015 Q4	$34.8M	Buy	437,106 +25,030	+6%	+$2M	31.33%	2
2015 Q3	$33.1M	Buy	412,076 +13,322	+3%	+$1.07M	30.57%	2
2015 Q2	$32M	Buy	398,754 +10,445	+3%	+$838K	29.76%	2
2015 Q1	$31.3M	Buy	388,309 +23,329	+6%	+$1.87M	29.35%	2
2014 Q4	$29.2M	Buy	+364,980	New	+$29.3M	28.54%	2

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Willow Creek Wealth Management's BSV Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.4% in Q3 2025, buying an estimated $7.06M and bringing the position to 1,503,962 shares worth $119M. The position accounts for 9.77% of the portfolio, ranked #2.

Willow Creek Wealth Management first reported a position in BSV in Q4 2014 and has held it in 44 quarters since. 1,213 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Willow Creek Wealth Management held 1,503,962 shares of Vanguard Short-Term Bond ETF worth $119M as of Q3 2025.
Willow Creek Wealth Management bought 89,801 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $7.06M.
Vanguard Short-Term Bond ETF made up 9.77% of Willow Creek Wealth Management's portfolio in Q3 2025, its #2 holding.
Willow Creek Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 44 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.