Willow Creek Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$336K	Hold	1,092	–	–	0.03%	137
2025 Q2	$312K	Hold	1,092	–	–	0.03%	136
2025 Q1	$281K	Sell	1,092 -206	-16%	-$55.8K	0.03%	130
2024 Q4	$350K	Sell	1,298 -56	-4%	-$15.2K	0.04%	115
2024 Q3	$356K	Hold	1,354	–	–	0.04%	116
2024 Q2	$338K	Sell	1,354 -17	-1%	-$4.08K	0.04%	111
2024 Q1	$329K	Sell	1,371 -105	-7%	-$24K	0.04%	118
2023 Q4	$322K	Hold	1,476	–	–	0.04%	108
2023 Q3	$289K	Sell	1,476 -109	-7%	-$22.2K	0.04%	109
2023 Q2	$321K	Hold	1,585	–	–	0.05%	108
2023 Q1	$296K	Hold	1,585	–	–	0.05%	104
2022 Q4	$276K	Sell	1,585 -125	-7%	-$21.9K	0.05%	102
2022 Q3	$280K	Hold	1,710	–	–	0.05%	93
2022 Q2	$295K	Sell	1,710 -104	-6%	-$19.5K	0.05%	92
2022 Q1	$378K	Sell	1,814 -94	-5%	-$19.3K	0.08%	75
2021 Q4	$422K	Sell	1,908 -232	-11%	-$49.8K	0.09%	69
2021 Q3	$430K	Hold	2,140	–	–	0.1%	60
2021 Q2	$430K	Hold	2,140	–	–	0.1%	58
2021 Q1	$397K	Sell	2,140 -109	-5%	-$19.8K	0.15%	51
2020 Q4	$395K	Sell	2,249 -31	-1%	-$5.15K	0.15%	49
2020 Q3	$357K	Hold	2,280	–	–	0.15%	46
2020 Q2	$326K	Hold	2,280	–	–	0.15%	43
2020 Q1	$270K	Hold	2,280	–	–	0.14%	46
2019 Q4	$337K	Hold	2,280	–	–	0.15%	50
2019 Q3	$311K	Hold	2,280	–	–	0.14%	53
2019 Q2	$307K	Hold	2,280	–	–	0.15%	54
2019 Q1	$296K	Hold	2,280	–	–	0.15%	49
2018 Q4	$262K	Hold	2,280	–	–	0.14%	49
2018 Q3	$304K	Hold	2,280	–	–	0.17%	48
2018 Q2	$284K	Hold	2,280	–	–	0.16%	49
2018 Q1	$276K	Buy	+2,280	New	+$286K	0.15%	51

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Willow Creek Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2025 at 1,092 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #137.

Willow Creek Wealth Management first reported a position in VV in Q1 2018 and has held it in 31 quarters since. The position peaked at $430K in Q3 2021. 1,268 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Willow Creek Wealth Management held 1,092 shares of Vanguard Morningstar Large-Cap ETF worth $336K as of Q3 2025.
Willow Creek Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2025.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #137 holding.
Willow Creek Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2018 and has held it in 31 quarters since.
Willow Creek Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $430K in Q3 2021.
1,268 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

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