Willow Creek Wealth Management Inc. Vanguard Small Cap Value ETF Transaction History

Willow Creek Wealth Management Inc.

  • $1.15 Billion
  • Q3 2025

A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,628 shares of VBR stock, worth $334,488. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,628
Previous 1,512 7.67%
Holding current value
$334,488
Previous $294,000 15.31%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$195.41 - $212.37 $22,667 - $24,634
116 Added 7.67%
1,628 $339,000
Q2 2025

Jul 16, 2025
BUY
$162.76 - $195.77 $5,045 - $6,068
31 Added 2.09%
1,512 $294,000
Q2 2024

Jul 25, 2025
SELL
$177.65 - $191.11 $5,507 - $5,924
-31 Reduced 2.05%
1,481 $270,000
Q1 2024

Jul 25, 2025
SELL
$172.45 - $191.88 $5,345 - $5,948
-31 Reduced 2.05%
1,481 $284,000
Q4 2023

Apr 01, 2024
SELL
$149.18 - $181.94 $1,939 - $2,365
-13 Reduced 0.87%
1,481 $266,000
Q3 2023

Nov 20, 2023
SELL
$157.33 - $174.39 $2,989 - $3,313
-19 Reduced 1.26%
1,494 $238,000
Q2 2023

Aug 28, 2023
BUY
$150.74 - $165.4 $228,069 - $250,250
1,513 New
1,513 $250,000
Q4 2019

Feb 03, 2020
SELL
$123.74 - $138.15 $279,281 - $311,804
-2,257 Closed
0 $0
Q3 2019

Oct 15, 2019
BUY
$128.22 - $131.67 $1,282 - $1,316
10 Added 0.45%
2,257 $291,000
Q2 2019

Jul 22, 2019
BUY
N/A
5 Added 0.22%
2,247 $293,000
Q1 2019

Apr 25, 2019
BUY
N/A
4 Added 0.18%
2,242 $289,000
Q4 2018

Jan 31, 2019
BUY
N/A
14 Added 0.63%
2,238 $255,000
Q3 2018

Oct 16, 2018
BUY
N/A
2 Added 0.09%
2,224 $310,000
Q2 2018

Jul 17, 2018
BUY
N/A
9 Added 0.41%
2,222 $302,000
Q1 2018

Apr 26, 2018
BUY
N/A
2,213 New
2,213 $286,000

Others Institutions Holding VBR

# of Institutions
1,794
Shares Held
91.3M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email