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 Q3	$300K	Hold	1,679	–	–	0.06%	129
2026 Q2	$297K	Sell	1,679 -80	-5%	-$13.5K	0.06%	133
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

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Vanguard US Multifactor ETF (VFMF) position steady in Q3 2026 at 1,679 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #129.

Cherry Tree Wealth Management first reported a position in VFMF in Q2 2023 and has held it in 14 quarters since. 8 funds tracked by Wall St. Rank hold VFMF as of Q3 2026.

Cherry Tree Wealth Management held 1,679 shares of Vanguard US Multifactor ETF worth $300K as of Q3 2026.
Cherry Tree Wealth Management left its Vanguard US Multifactor ETF share count unchanged in Q3 2026.
Vanguard US Multifactor ETF made up 0.06% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #129 holding.
Cherry Tree Wealth Management first reported a position in Vanguard US Multifactor ETF in Q2 2023 and has held it in 14 quarters since.
8 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q3 2026.

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