Cherry Tree Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$115K	Hold	948	–	–	0.02%	201
2025 Q4	$127K	Hold	948	–	–	0.03%	201
2025 Q3	$124K	Sell	948 -155	-14%	-$20.1K	0.03%	199
2025 Q2	$140K	Hold	1,103	–	–	0.03%	187
2025 Q1	$132K	Hold	1,103	–	–	0.03%	192
2024 Q4	$130K	Hold	1,103	–	–	0.03%	188
2024 Q3	$121K	Hold	1,103	–	–	0.03%	199
2024 Q2	$110K	Hold	1,103	–	–	0.03%	195
2024 Q1	$113K	Hold	1,103	–	–	0.03%	192
2023 Q4	$102K	Hold	1,103	–	–	0.03%	197
2023 Q3	$88.6K	Sell	1,103 -377	-25%	-$31.5K	0.03%	196
2023 Q2	$120K	Buy	+1,480	New	+$116K	0.04%	176

Other funds holding VFH

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

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

PCH

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

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

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

Cherry Tree Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 948 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #201.

Cherry Tree Wealth Management first reported a position in VFH in Q2 2023 and has held it in 12 quarters since. The position peaked at $140K in Q2 2025. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Cherry Tree Wealth Management held 948 shares of Vanguard Financials ETF worth $115K as of Q1 2026.
Cherry Tree Wealth Management left its Vanguard Financials ETF share count unchanged in Q1 2026.
Vanguard Financials ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #201 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Financials ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Financials ETF position peaked at $140K in Q2 2025.
743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

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