Cherry Tree Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Cherry Tree Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.6K	Hold	88	–	–	0.01%	325
2025 Q4	$26.6K	Hold	88	–	–	0.01%	323
2025 Q3	$26.2K	Hold	88	–	–	0.01%	310
2025 Q2	$24.4K	Hold	88	–	–	0.01%	317
2025 Q1	$22.2K	Hold	88	–	–	0.01%	340
2024 Q4	$24.6K	Hold	88	–	–	0.01%	311
2024 Q3	$23.5K	Buy	88 +57	+184%	+$14.6K	0.01%	319
2024 Q2	$7.75K	Buy	+31	New	+$7.73K	﹤0.01%	424

Other funds holding VBK

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Cherry Tree Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 88 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #325.

Cherry Tree Wealth Management first reported a position in VBK in Q2 2024 and has held it in 8 quarters since. 1,218 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Cherry Tree Wealth Management held 88 shares of Vanguard Morningstar Small-Cap Growth ETF worth $26.6K as of Q1 2026.
Cherry Tree Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #325 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
1,218 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

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