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Willow Creek Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Willow Creek Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.59M Buy
6,261
+2,112
+51% +$524K 0.13% 62
2025
Q2 		$983K Buy
4,149
+1,218
+42% +$272K 0.09% 70
2025
Q1 		$650K Buy
2,931
+345
+13% +$82.4K 0.06% 80
2024
Q4 		$621K Hold
2,586
– – 0.06% 79
2024
Q3 		$613K Buy
2,586
+23
+0.9% +$5.23K 0.06% 79
2024
Q2 		$559K Hold
2,563
– – 0.06% 78
2024
Q1 		$586K Hold
2,563
– – 0.07% 78
2023
Q4 		$547K Buy
2,563
+149
+6% +$28.7K 0.07% 78
2023
Q3 		$456K Sell
2,414
-61
-2% -$12.2K 0.07% 80
2023
Q2 		$492K Buy
2,475
+62
+3% +$11.7K 0.07% 86
2023
Q1 		$457K Hold
2,413
– – 0.07% 78
2022
Q4 		$443K Hold
2,413
– – 0.07% 77
2022
Q3 		$412K Hold
2,413
– – 0.08% 74
2022
Q2 		$425K Hold
2,413
– – 0.08% 73
2022
Q1 		$513K Hold
2,413
– – 0.1% 63
2021
Q4 		$545K Hold
2,413
– – 0.11% 61
2021
Q3 		$528K Sell
2,413
-108
-4% -$24K 0.12% 54
2021
Q2 		$568K Sell
2,521
-187
-7% -$41.4K 0.14% 51
2021
Q1 		$580K Sell
2,708
-239
-8% -$50.4K 0.21% 36
2020
Q4 		$574K Buy
2,947
+131
+5% +$23.1K 0.22% 36
2020
Q3 		$433K Hold
2,816
– – 0.18% 41
2020
Q2 		$410K Hold
2,816
– – 0.18% 39
2020
Q1 		$325K Buy
2,816
+593
+27% +$89.1K 0.16% 40
2019
Q4 		$368K Hold
2,223
– – 0.17% 44
2019
Q3 		$342K Sell
2,223
-9
-0.4% -$1.4K 0.16% 48
2019
Q2 		$350K Buy
+2,232
New +$345K 0.17% 48

Other funds holding VB

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 51% in Q3 2025, buying an estimated $524K and bringing the position to 6,261 shares worth $1.59M. The position accounts for 0.13% of the portfolio, ranked #62.

Willow Creek Wealth Management first reported a position in VB in Q2 2019 and has held it in 26 quarters since. 2,197 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Willow Creek Wealth Management held 6,261 shares of Vanguard Morningstar Small-Cap ETF worth $1.59M as of Q3 2025.
  • Willow Creek Wealth Management bought 2,112 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $524K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Willow Creek Wealth Management's portfolio in Q3 2025, its #62 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 26 quarters since.
  • 2,197 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

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