Cherry Tree Wealth Management’s Vanguard US Multifactor ETF VFMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Hold	1,759	–	–	0.06%	139
2025 Q4	$265K	Sell	1,759 -244	-12%	-$35.8K	0.06%	141
2025 Q3	$289K	Sell	2,003 -80	-4%	-$11.1K	0.06%	134
2025 Q2	$280K	Hold	2,083	–	–	0.07%	136
2025 Q1	$263K	Hold	2,083	–	–	0.06%	142
2024 Q4	$272K	Sell	2,083 -8	-0.4%	-$1.07K	0.07%	141
2024 Q3	$273K	Sell	2,091 -71	-3%	-$8.98K	0.06%	143
2024 Q2	$265K	Buy	2,162 +160	+8%	+$19.7K	0.07%	142
2024 Q1	$254K	Hold	2,002	–	–	0.06%	145
2023 Q4	$230K	Sell	2,002 -44	-2%	-$4.65K	0.06%	142
2023 Q3	$211K	Hold	2,046	–	–	0.06%	136
2023 Q2	$213K	Buy	+2,046	New	+$202K	0.06%	137

Other funds holding VFMF

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

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

RWA

Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Vanguard US Multifactor ETF (VFMF) position steady in Q1 2026 at 1,759 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #139.

Cherry Tree Wealth Management first reported a position in VFMF in Q2 2023 and has held it in 12 quarters since. The position peaked at $289K in Q3 2025. 95 funds tracked by Wall St. Rank hold VFMF as of Q1 2026.

Cherry Tree Wealth Management held 1,759 shares of Vanguard US Multifactor ETF worth $273K as of Q1 2026.
Cherry Tree Wealth Management left its Vanguard US Multifactor ETF share count unchanged in Q1 2026.
Vanguard US Multifactor ETF made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #139 holding.
Cherry Tree Wealth Management first reported a position in Vanguard US Multifactor ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard US Multifactor ETF position peaked at $289K in Q3 2025.
95 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q1 2026.

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