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Willow Creek Wealth Management’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Willow Creek Wealth Management’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.07M Buy
11,935
+7,552
+172% +$660K 0.09% 76
2025
Q2 		$374K Buy
+4,383
New +$356K 0.03% 118

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Vanguard Russell 1000 Value ETF (VONV) stake by 172% in Q3 2025, buying an estimated $660K and bringing the position to 11,935 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #76.

Willow Creek Wealth Management first reported a position in VONV in Q2 2025 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold VONV as of Q3 2025.

  • Willow Creek Wealth Management held 11,935 shares of Vanguard Russell 1000 Value ETF worth $1.07M as of Q3 2025.
  • Willow Creek Wealth Management bought 7,552 Vanguard Russell 1000 Value ETF shares in Q3 2025, an estimated $660K.
  • Vanguard Russell 1000 Value ETF made up 0.09% of Willow Creek Wealth Management's portfolio in Q3 2025, its #76 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Russell 1000 Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2025.

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