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 Q3	$198K	Sell	1,574 -146	-8%	-$17.3K	0.04%	165
2026 Q2	$206K	Hold	1,720	–	–	0.04%	165
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

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

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

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 8.5% in Q3 2026, selling an estimated $17.3K and leaving 1,574 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #165.

Cherry Tree Wealth Management first reported a position in VGT in Q2 2023 and has held it in 14 quarters since. The position peaked at $206K in Q2 2026. 781 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Cherry Tree Wealth Management held 1,574 shares of Vanguard Information Technology ETF worth $198K as of Q3 2026.
Cherry Tree Wealth Management sold 146 Vanguard Information Technology ETF shares in Q3 2026, an estimated $17.3K.
Vanguard Information Technology ETF made up 0.04% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #165 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Vanguard Information Technology ETF position peaked at $206K in Q2 2026.
781 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

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