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Willow Creek Wealth Management Inc.: VGSR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willow Creek Wealth Management Inc. on VGSR, newest first. How the timeline and the estimate are built.

Willow Creek Wealth Management Inc. held 474,258 VGSR shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 474,258 shares
    Change vs previous 13F +23,993 shares

    0.42% of the 13F portfolio, value $5,050,850.

    13F-HR 0001580642-25-007208 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 450,265 shares
    Change vs previous 13F +4,790 shares

    0.42% of the 13F portfolio, value $4,709,778.

    13F-HR 0001580642-25-004297 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 445,475 shares
    Change vs previous 13F +21,026 shares

    0.44% of the 13F portfolio, value $4,517,126.

    13F-HR 0001580642-25-004296 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 424,449 shares
    Change vs previous 13F +12,811 shares

    0.44% of the 13F portfolio, value $4,295,431.

    13F-HR 0001580642-25-001023 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 411,638 shares
    Change vs previous 13F +9,006 shares

    0.48% of the 13F portfolio, value $4,573,301.

    13F-HR 0001580642-25-004472 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 402,632 shares
    Change vs previous 13F +60,706 shares

    0.44% of the 13F portfolio, value $3,893,456.

    13F-HR 0001580642-25-004470 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 341,926 shares
    Change vs previous 13F +4,202 shares

    0.39% of the 13F portfolio, value $3,352,489.

    13F-HR 0001580642-25-004469 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 337,724 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,363,731.

    13F-HR 0001580642-24-001890 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).