Willow Creek Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.85M	Buy	25,232 +14,320	+131%	+$1.03M	0.15%	57
2025 Q2	$764K	Buy	10,912 +3,348	+44%	+$220K	0.07%	78
2025 Q1	$489K	Buy	7,564 +980	+15%	+$65.8K	0.05%	91
2024 Q4	$435K	Hold	6,584	–	–	0.04%	93
2024 Q3	$434K	Hold	6,584	–	–	0.05%	95
2024 Q2	$398K	Hold	6,584	–	–	0.05%	100
2024 Q1	$411K	Buy	6,584 +368	+6%	+$21.7K	0.05%	96
2023 Q4	$362K	Hold	6,216	–	–	0.05%	100
2023 Q3	$324K	Hold	6,216	–	–	0.05%	99
2023 Q2	$342K	Hold	6,216	–	–	0.05%	105
2023 Q1	$328K	Sell	6,216 -36	-0.6%	-$1.92K	0.05%	98
2022 Q4	$319K	Hold	6,252	–	–	0.05%	97
2022 Q3	$294K	Hold	6,252	–	–	0.06%	90
2022 Q2	$308K	Hold	6,252	–	–	0.06%	91
2022 Q1	$372K	Hold	6,252	–	–	0.07%	77
2021 Q4	$398K	Hold	6,252	–	–	0.08%	73
2021 Q3	$370K	Hold	6,252	–	–	0.08%	73
2021 Q2	$371K	Buy	6,252 +60	+1%	+$3.48K	0.09%	71
2021 Q1	$343K	Buy	6,192 +800	+15%	+$43.4K	0.13%	59
2020 Q4	$279K	Hold	5,392	–	–	0.11%	72
2020 Q3	$238K	Hold	5,392	–	–	0.1%	73
2020 Q2	$221K	Buy	+5,392	New	+$207K	0.1%	70
2020 Q1	–	Sell	-5,392	Closed	-$240K	–	80
2019 Q4	$240K	Sell	5,392 -3,364	-38%	-$144K	0.11%	70
2019 Q3	$367K	Buy	8,756 +24	+0.3%	+$1K	0.17%	44
2019 Q2	$365K	Buy	+8,732	New	+$357K	0.17%	44

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 131% in Q3 2025, buying an estimated $1.03M and bringing the position to 25,232 shares worth $1.85M. The position accounts for 0.15% of the portfolio, ranked #57.

Willow Creek Wealth Management first reported a position in VO in Q2 2019 and has held it in 25 quarters since. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

Willow Creek Wealth Management held 25,232 shares of Vanguard Mid-Cap ETF worth $1.85M as of Q3 2025.
Willow Creek Wealth Management bought 14,320 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $1.03M.
Vanguard Mid-Cap ETF made up 0.15% of Willow Creek Wealth Management's portfolio in Q3 2025, its #57 holding.
Willow Creek Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 25 quarters since.
2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

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