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 Q3	$123K	Hold	948	–	–	0.02%	205
2026 Q2	$125K	Hold	948	–	–	0.02%	207
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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 948 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #205.

Cherry Tree Wealth Management first reported a position in VFH in Q2 2023 and has held it in 14 quarters since. The position peaked at $140K in Q2 2025. 226 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Cherry Tree Wealth Management held 948 shares of Vanguard Financials ETF worth $123K as of Q3 2026.
Cherry Tree Wealth Management left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #205 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Financials ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Vanguard Financials ETF position peaked at $140K in Q2 2025.
226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

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