WCWM
VGT icon

Willow Creek Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Willow Creek Wealth Management’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.61M Buy
17,200
+13,384
+351% +$1.17M 0.13% 60
2025
Q2 		$317K Buy
+3,816
New +$277K 0.03% 133

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Vanguard Information Technology ETF (VGT) stake by 351% in Q3 2025, buying an estimated $1.17M and bringing the position to 17,200 shares worth $1.61M. The position accounts for 0.13% of the portfolio, ranked #60.

Willow Creek Wealth Management first reported a position in VGT in Q2 2025 and has held it in 2 quarters since. 1,859 funds tracked by Wall St. Rank hold VGT as of Q3 2025.

  • Willow Creek Wealth Management held 17,200 shares of Vanguard Information Technology ETF worth $1.61M as of Q3 2025.
  • Willow Creek Wealth Management bought 13,384 Vanguard Information Technology ETF shares in Q3 2025, an estimated $1.17M.
  • Vanguard Information Technology ETF made up 0.13% of Willow Creek Wealth Management's portfolio in Q3 2025, its #60 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,859 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2025.

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