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

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Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors

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UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Storen Legacy Partners Zionsville, Indiana $319M AUM

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return