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Willow Creek Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Willow Creek Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.97M Buy
5,997
+1,983
+49% +$626K 0.16% 54
2025
Q2 		$1.22M Buy
4,014
+1,031
+35% +$290K 0.11% 61
2025
Q1 		$820K Buy
2,983
+1,055
+55% +$307K 0.08% 71
2024
Q4 		$559K Buy
1,928
+538
+39% +$157K 0.06% 84
2024
Q3 		$394K Hold
1,390
– – 0.04% 103
2024
Q2 		$372K Buy
1,390
+185
+15% +$47.9K 0.04% 105
2024
Q1 		$313K Sell
1,205
-51
-4% -$12.6K 0.04% 121
2023
Q4 		$298K Sell
1,256
-50
-4% -$11.1K 0.04% 115
2023
Q3 		$277K Buy
1,306
+44
+3% +$9.74K 0.04% 114
2023
Q2 		$278K Buy
1,262
+229
+22% +$47.8K 0.04% 121
2023
Q1 		$211K Buy
+1,033
New +$207K 0.03% 128
2022
Q2 		– Sell
-1,003
Closed -$228K – 133
2022
Q1 		$228K Hold
1,003
– – 0.05% 108
2021
Q4 		$242K Hold
1,003
– – 0.05% 113
2021
Q3 		$223K Hold
1,003
– – 0.05% 108
2021
Q2 		$223K Hold
1,003
– – 0.05% 106
2021
Q1 		$207K Sell
1,003
-241
-19% -$48.8K 0.08% 91
2020
Q4 		$242K Sell
1,244
-52
-4% -$9.51K 0.09% 79
2020
Q3 		$221K Hold
1,296
– – 0.09% 78
2020
Q2 		$203K Buy
+1,296
New +$191K 0.09% 76
2020
Q1 		– Sell
-1,455
Closed -$238K – 81
2019
Q4 		$238K Hold
1,455
– – 0.11% 71
2019
Q3 		$220K Hold
1,455
– – 0.1% 77
2019
Q2 		$218K Hold
1,455
– – 0.1% 77
2019
Q1 		$211K Buy
+1,455
New +$203K 0.11% 70

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 49% in Q3 2025, buying an estimated $626K and bringing the position to 5,997 shares worth $1.97M. The position accounts for 0.16% of the portfolio, ranked #54.

Willow Creek Wealth Management first reported a position in VTI in Q1 2019 and has held it in 23 quarters since. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Willow Creek Wealth Management held 5,997 shares of Vanguard Morningstar Total Stock Market ETF worth $1.97M as of Q3 2025.
  • Willow Creek Wealth Management bought 1,983 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $626K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Willow Creek Wealth Management's portfolio in Q3 2025, its #54 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 23 quarters since.
  • 3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

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