Cherry Tree Wealth Management
VDC icon

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
Q3 		$22.3K Hold
102
– – ﹤0.01% 357
2026
Q2 		$23K Hold
102
– – ﹤0.01% 360
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

CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Cherry Tree Wealth Management's VDC Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q3 2026 at 102 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Cherry Tree Wealth Management first reported a position in VDC in Q2 2023 and has held it in 14 quarters since. The position peaked at $25.5K in Q1 2024. 254 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Cherry Tree Wealth Management held 102 shares of Vanguard Consumer Staples ETF worth $22.3K as of Q3 2026.
  • Cherry Tree Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q3 2026.
  • Vanguard Consumer Staples ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #357 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Vanguard Consumer Staples ETF position peaked at $25.5K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.