Cherry Tree Wealth Management
VHT icon

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
Q3 		$2.53K Hold
8
– – ﹤0.01% 511
2026
Q2 		$2.39K Hold
8
– – ﹤0.01% 525
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% -$7.02K ﹤0.01% 518
2025
Q2 		$8.94K Hold
36
– – ﹤0.01% 422
2025
Q1 		$9.5K 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 		$7.84K Buy
+32
New +$7.78K ﹤0.01% 360

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 8 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Cherry Tree Wealth Management first reported a position in VHT in Q2 2023 and has held it in 14 quarters since. The position peaked at $9.5K in Q1 2025. 813 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Cherry Tree Wealth Management held 8 shares of Vanguard Health Care ETF worth $2.53K as of Q3 2026.
  • Cherry Tree Wealth Management left its Vanguard Health Care ETF share count unchanged in Q3 2026.
  • Vanguard Health Care ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #511 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Vanguard Health Care ETF position peaked at $9.5K in Q1 2025.
  • 813 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

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