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Willow Creek Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Willow Creek Wealth Management’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$971K Buy
3,739
+2,185
+141% +$548K 0.08% 80
2025
Q2 		$386K Buy
+1,554
New +$384K 0.03% 115

Other funds holding VHT

Bank of America
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 141% in Q3 2025, buying an estimated $548K and bringing the position to 3,739 shares worth $971K. The position accounts for 0.08% of the portfolio, ranked #80.

Willow Creek Wealth Management first reported a position in VHT in Q2 2025 and has held it in 2 quarters since. 1,013 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

  • Willow Creek Wealth Management held 3,739 shares of Vanguard Health Care ETF worth $971K as of Q3 2025.
  • Willow Creek Wealth Management bought 2,185 Vanguard Health Care ETF shares in Q3 2025, an estimated $548K.
  • Vanguard Health Care ETF made up 0.08% of Willow Creek Wealth Management's portfolio in Q3 2025, its #80 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

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