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Cherry Tree Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cherry Tree Wealth Management’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$876K Sell
7,803
-67
-0.9% -$7.96K 0.19% 73
2025
Q4 		$952K Buy
7,870
+4
+0.1% +$480 0.2% 75
2025
Q3 		$932K Sell
7,866
-291
-4% -$33.1K 0.2% 73
2025
Q2 		$894K Sell
8,157
-1,142
-12% -$115K 0.21% 75
2025
Q1 		$911K Buy
9,299
+43
+0.5% +$4.5K 0.22% 74
2024
Q4 		$971K Sell
9,256
-66
-0.7% -$6.92K 0.24% 69
2024
Q3 		$948K Sell
9,322
-2
-0% -$196 0.22% 71
2024
Q2 		$901K Sell
9,324
-150
-2% -$13.9K 0.23% 71
2024
Q1 		$883K Sell
9,474
-415
-4% -$36.9K 0.22% 69
2023
Q4 		$841K Buy
9,889
+45
+0.5% +$3.55K 0.22% 71
2023
Q3 		$740K Sell
9,844
-1,062
-10% -$83.3K 0.22% 65
2023
Q2 		$854K Buy
+10,906
New +$803K 0.25% 59

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cherry Tree Wealth Management's ESGV Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.85% in Q1 2026, selling an estimated $7.96K and leaving 7,803 shares worth $876K. The position accounts for 0.19% of the portfolio, ranked #73.

Cherry Tree Wealth Management first reported a position in ESGV in Q2 2023 and has held it in 12 quarters since. The position peaked at $971K in Q4 2024. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Cherry Tree Wealth Management held 7,803 shares of Vanguard ESG US Stock ETF worth $876K as of Q1 2026.
  • Cherry Tree Wealth Management sold 67 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $7.96K.
  • Vanguard ESG US Stock ETF made up 0.19% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Vanguard ESG US Stock ETF position peaked at $971K in Q4 2024.
  • 679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.