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Cherry Tree Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Cherry Tree Wealth Management’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18K Hold
8
– – ﹤0.01% 519
2025
Q4 		$2.3K Hold
8
– – ﹤0.01% 523
2025
Q3 		$2.08K Sell
8
-28
-78% -$7.03K ﹤0.01% 518
2025
Q2 		$8.94K Hold
36
– – ﹤0.01% 422
2025
Q1 		$9.53K Hold
36
– – ﹤0.01% 432
2024
Q4 		$9.13K Buy
36
+4
+13% +$1.08K ﹤0.01% 425
2024
Q3 		$9.03K Hold
32
– – ﹤0.01% 431
2024
Q2 		$8.51K Hold
32
– – ﹤0.01% 412
2024
Q1 		$8.66K Hold
32
– – ﹤0.01% 392
2023
Q4 		$8.02K Hold
32
– – ﹤0.01% 383
2023
Q3 		$7.52K Hold
32
– – ﹤0.01% 363
2023
Q2 		$7.83K Buy
+32
New +$7.79K ﹤0.01% 360

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 8 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Cherry Tree Wealth Management first reported a position in VHT in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.53K in Q1 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Cherry Tree Wealth Management held 8 shares of Vanguard Health Care ETF worth $2.18K as of Q1 2026.
  • Cherry Tree Wealth Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #519 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Vanguard Health Care ETF position peaked at $9.53K in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

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