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Willow Creek Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Willow Creek Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$337K Sell
1,148
-138
-11% -$39.8K 0.03% 135
2025
Q2 		$366K Buy
+1,286
New +$332K 0.03% 119

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Willow Creek Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q3 2025, selling an estimated $39.8K and leaving 1,148 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #135.

Willow Creek Wealth Management first reported a position in VOT in Q2 2025 and has held it in 2 quarters since. The position peaked at $366K in Q2 2025. 1,020 funds tracked by Wall St. Rank hold VOT as of Q3 2025.

  • Willow Creek Wealth Management held 1,148 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $337K as of Q3 2025.
  • Willow Creek Wealth Management sold 138 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2025, an estimated $39.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #135 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • Willow Creek Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $366K in Q2 2025.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2025.

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