WCWM
VTV icon

Willow Creek Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Willow Creek Wealth Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$281K Buy
+1,509
New +$273K 0.02% 152
2024
Q4 		– Sell
-1,290
Closed -$225K – 159
2024
Q3 		$225K Buy
+1,290
New +$216K 0.02% 146

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Willow Creek Wealth Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q3 2025: 1,509 shares worth $281K. The stake represents 0.02% of the portfolio and ranks #152 among its holdings. This is a return to the name: Willow Creek Wealth Management previously reported a position in VTV as recently as Q3 2024.

Willow Creek Wealth Management first reported a position in VTV in Q3 2024 and has held it in 2 quarters since. 2,452 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Willow Creek Wealth Management held 1,509 shares of Vanguard Morningstar Value ETF worth $281K as of Q3 2025.
  • Vanguard Morningstar Value ETF was a new Willow Creek Wealth Management position in Q3 2025.
  • Vanguard Morningstar Value ETF made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #152 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q3 2024 and has held it in 2 quarters since.
  • 2,452 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2025.

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