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Cherry Tree Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cherry Tree Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.3M Buy
301,466
+2,265
+0.8% +$149K 4.09% 4
2025
Q4 		$18.7M Buy
299,201
+8,873
+3% +$544K 3.95% 5
2025
Q3 		$17.4M Buy
290,328
+7,903
+3% +$461K 3.82% 5
2025
Q2 		$16.1M Buy
282,425
+809
+0.3% +$43.3K 3.74% 5
2025
Q1 		$14.3M Buy
281,616
+12,014
+4% +$608K 3.45% 5
2024
Q4 		$12.9M Sell
269,602
-601
-0.2% -$30.2K 3.19% 6
2024
Q3 		$14.3M Buy
270,203
+6,197
+2% +$315K 3.38% 5
2024
Q2 		$13M Buy
264,006
+6,136
+2% +$305K 3.28% 5
2024
Q1 		$12.9M Buy
257,870
+20,215
+9% +$976K 3.25% 5
2023
Q4 		$11.4M Buy
237,655
+1,747
+0.7% +$78.2K 3.04% 6
2023
Q3 		$10.3M Buy
235,908
+14,361
+6% +$657K 3.02% 8
2023
Q2 		$10.2M Buy
+221,547
New +$10.2M 2.98% 11

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.76% in Q1 2026, buying an estimated $149K and bringing the position to 301,466 shares worth $19.3M. The position accounts for 4.09% of the portfolio, ranked #4.

Cherry Tree Wealth Management first reported a position in VEA in Q2 2023 and has held it in 12 quarters since. 2,906 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Cherry Tree Wealth Management held 301,466 shares of Vanguard FTSE Developed Markets ETF worth $19.3M as of Q1 2026.
  • Cherry Tree Wealth Management bought 2,265 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $149K.
  • Vanguard FTSE Developed Markets ETF made up 4.09% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,906 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

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