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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$340K	Buy	1,628 +116	+8%	+$23.7K	0.03%	132
2025 Q2	$295K	Buy	1,512 +31	+2%	+$5.74K	0.03%	142
2025 Q1	$276K	Hold	1,481	–	–	0.03%	133
2024 Q4	$294K	Hold	1,481	–	–	0.03%	126
2024 Q3	$297K	Hold	1,481	–	–	0.03%	128
2024 Q2	$270K	Hold	1,481	–	–	0.03%	129
2024 Q1	$284K	Hold	1,481	–	–	0.03%	126
2023 Q4	$267K	Sell	1,481 -13	-0.9%	-$2.12K	0.03%	121
2023 Q3	$238K	Sell	1,494 -19	-1%	-$3.18K	0.04%	119
2023 Q2	$250K	Buy	+1,513	New	+$238K	0.04%	123
2019 Q4	–	Sell	-2,257	Closed	-$291K	–	90
2019 Q3	$291K	Buy	2,257 +10	+0.4%	+$1.28K	0.13%	61
2019 Q2	$293K	Buy	2,247 +5	+0.2%	+$650	0.14%	58
2019 Q1	$289K	Buy	2,242 +4	+0.2%	+$509	0.15%	51
2018 Q4	$255K	Buy	2,238 +14	+0.6%	+$1.77K	0.14%	51
2018 Q3	$310K	Buy	2,224 +2	+0.1%	+$280	0.17%	44
2018 Q2	$302K	Buy	2,222 +9	+0.4%	+$1.21K	0.17%	44
2018 Q1	$286K	Buy	+2,213	New	+$293K	0.15%	48

Other funds holding VBR

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.7% in Q3 2025, buying an estimated $23.7K and bringing the position to 1,628 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #132.

Willow Creek Wealth Management first reported a position in VBR in Q1 2018 and has held it in 17 quarters since. 1,576 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

Willow Creek Wealth Management held 1,628 shares of Vanguard Morningstar Small-Cap Value ETF worth $340K as of Q3 2025.
Willow Creek Wealth Management bought 116 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2025, an estimated $23.7K.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #132 holding.
Willow Creek Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2018 and has held it in 17 quarters since.
1,576 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2025.

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