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Willow Creek Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Willow Creek Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$796K Sell
3,688
-17
-0.5% -$3.57K 0.07% 85
2025
Q2 		$759K Sell
3,705
-389
-10% -$75.4K 0.07% 79
2025
Q1 		$794K Buy
4,094
+41
+1% +$8.15K 0.08% 73
2024
Q4 		$794K Hold
4,053
– – 0.08% 70
2024
Q3 		$803K Sell
4,053
-36
-0.9% -$6.86K 0.08% 69
2024
Q2 		$746K Buy
4,089
+236
+6% +$42.5K 0.08% 70
2024
Q1 		$704K Buy
3,853
+17
+0.4% +$2.99K 0.08% 71
2023
Q4 		$654K Hold
3,836
– – 0.08% 72
2023
Q3 		$596K Sell
3,836
-25
-0.6% -$4.05K 0.09% 73
2023
Q2 		$627K Hold
3,861
– – 0.09% 77
2023
Q1 		$595K Hold
3,861
– – 0.09% 71
2022
Q4 		$586K Sell
3,861
-180
-4% -$26.8K 0.1% 65
2022
Q3 		$546K Hold
4,041
– – 0.11% 65
2022
Q2 		$580K Hold
4,041
– – 0.11% 64
2022
Q1 		$655K Hold
4,041
– – 0.13% 55
2021
Q4 		$694K Buy
4,041
+15
+0.4% +$2.47K 0.14% 53
2021
Q3 		$618K Buy
4,026
+175
+5% +$27.9K 0.14% 48
2021
Q2 		$596K Hold
3,851
– – 0.14% 48
2021
Q1 		$566K Buy
3,851
+48
+1% +$6.83K 0.21% 38
2020
Q4 		$537K Sell
3,803
-14
-0.4% -$1.9K 0.2% 39
2020
Q3 		$491K Sell
3,817
-18
-0.5% -$2.27K 0.2% 36
2020
Q2 		$449K Hold
3,835
– – 0.2% 36
2020
Q1 		$397K Buy
3,835
+803
+26% +$95.8K 0.2% 36
2019
Q4 		$378K Hold
3,032
– – 0.17% 43
2019
Q3 		$363K Sell
3,032
-40
-1% -$4.72K 0.17% 45
2019
Q2 		$354K Buy
3,072
+10
+0.3% +$1.12K 0.17% 46
2019
Q1 		$336K Sell
3,062
-72
-2% -$7.59K 0.17% 45
2018
Q4 		$307K Buy
3,134
+795
+34% +$82.9K 0.16% 44
2018
Q3 		$259K Buy
+2,339
New +$251K 0.14% 55

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Willow Creek Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.46% in Q3 2025, selling an estimated $3.57K and leaving 3,688 shares worth $796K. The position accounts for 0.07% of the portfolio, ranked #85.

Willow Creek Wealth Management first reported a position in VIG in Q3 2018 and has held it in 29 quarters since. The position peaked at $803K in Q3 2024. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Willow Creek Wealth Management held 3,688 shares of Vanguard Dividend Appreciation ETF worth $796K as of Q3 2025.
  • Willow Creek Wealth Management sold 17 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $3.57K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Willow Creek Wealth Management's portfolio in Q3 2025, its #85 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 29 quarters since.
  • Willow Creek Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $803K in Q3 2024.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

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