Cherry Tree Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.9K	Hold	102	–	–	﹤0.01%	340
2025 Q4	$21.5K	Hold	102	–	–	﹤0.01%	348
2025 Q3	$21.8K	Hold	102	–	–	﹤0.01%	332
2025 Q2	$22.3K	Hold	102	–	–	0.01%	333
2025 Q1	$22.3K	Hold	102	–	–	0.01%	337
2024 Q4	$21.6K	Hold	102	–	–	0.01%	332
2024 Q3	$22.3K	Sell	102 -23	-18%	-$4.88K	0.01%	329
2024 Q2	$25.4K	Hold	125	–	–	0.01%	306
2024 Q1	$25.5K	Hold	125	–	–	0.01%	303
2023 Q4	$23.9K	Hold	125	–	–	0.01%	292
2023 Q3	$22.8K	Hold	125	–	–	0.01%	282
2023 Q2	$24.3K	Buy	+125	New	+$24.4K	0.01%	276

Other funds holding VDC

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 102 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Cherry Tree Wealth Management first reported a position in VDC in Q2 2023 and has held it in 12 quarters since. The position peaked at $25.5K in Q1 2024. 632 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Cherry Tree Wealth Management held 102 shares of Vanguard Consumer Staples ETF worth $22.9K as of Q1 2026.
Cherry Tree Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
Vanguard Consumer Staples ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #340 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Consumer Staples ETF position peaked at $25.5K in Q1 2024.
632 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

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