Cherry Tree Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$150K	Hold	1,720	–	–	0.03%	182
2025 Q4	$162K	Hold	1,720	–	–	0.03%	180
2025 Q3	$161K	Hold	1,720	–	–	0.04%	179
2025 Q2	$143K	Hold	1,720	–	–	0.03%	184
2025 Q1	$117K	Hold	1,720	–	–	0.03%	200
2024 Q4	$134K	Hold	1,720	–	–	0.03%	185
2024 Q3	$126K	Sell	1,720 -176	-9%	-$12.5K	0.03%	195
2024 Q2	$137K	Sell	1,896 -152	-7%	-$10.1K	0.03%	181
2024 Q1	$134K	Hold	2,048	–	–	0.03%	181
2023 Q4	$124K	Sell	2,048 -208	-9%	-$11.6K	0.03%	180
2023 Q3	$117K	Hold	2,256	–	–	0.03%	173
2023 Q2	$125K	Buy	+2,256	New	+$113K	0.04%	174

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Cherry Tree Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 1,720 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #182.

Cherry Tree Wealth Management first reported a position in VGT in Q2 2023 and has held it in 12 quarters since. The position peaked at $162K in Q4 2025. 1,986 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Cherry Tree Wealth Management held 1,720 shares of Vanguard Information Technology ETF worth $150K as of Q1 2026.
Cherry Tree Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
Vanguard Information Technology ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #182 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Information Technology ETF position peaked at $162K in Q4 2025.
1,986 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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