Willow Creek Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.14M	Buy	5,128 +2,437	+91%	+$1.44M	0.26%	41
2025 Q2	$1.53M	Buy	2,691 +1,240	+85%	+$652K	0.14%	58
2025 Q1	$746K	Buy	1,451 +336	+30%	+$182K	0.07%	75
2024 Q4	$601K	Buy	1,115 +138	+14%	+$74.7K	0.06%	80
2024 Q3	$516K	Hold	977	–	–	0.05%	87
2024 Q2	$489K	Sell	977 -2	-0.2%	-$962	0.06%	84
2024 Q1	$471K	Buy	979 +14	+1%	+$6.41K	0.06%	87
2023 Q4	$422K	Hold	965	–	–	0.05%	90
2023 Q3	$379K	Hold	965	–	–	0.06%	88
2023 Q2	$393K	Buy	+965	New	+$372K	0.06%	93

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 91% in Q3 2025, buying an estimated $1.44M and bringing the position to 5,128 shares worth $3.14M. The position accounts for 0.26% of the portfolio, ranked #41.

Willow Creek Wealth Management first reported a position in VOO in Q2 2023 and has held it in 10 quarters since. 3,465 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Willow Creek Wealth Management held 5,128 shares of Vanguard S&P 500 ETF worth $3.14M as of Q3 2025.
Willow Creek Wealth Management bought 2,437 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $1.44M.
Vanguard S&P 500 ETF made up 0.26% of Willow Creek Wealth Management's portfolio in Q3 2025, its #41 holding.
Willow Creek Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 10 quarters since.
3,465 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

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