Cherry Tree Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$532K	Hold	2,472	–	–	0.11%	91
2025 Q4	$543K	Hold	2,472	–	–	0.11%	93
2025 Q3	$533K	Buy	2,472 +10	+0.4%	+$2.1K	0.12%	92
2025 Q2	$504K	Sell	2,462 -11	-0.4%	-$2.13K	0.12%	91
2025 Q1	$480K	Sell	2,473 -20	-0.8%	-$3.98K	0.12%	91
2024 Q4	$488K	Sell	2,493 -205	-8%	-$40.9K	0.12%	92
2024 Q3	$534K	Buy	2,698 +161	+6%	+$30.7K	0.13%	91
2024 Q2	$463K	Hold	2,537	–	–	0.12%	96
2024 Q1	$463K	Hold	2,537	–	–	0.12%	93
2023 Q4	$432K	Hold	2,537	–	–	0.12%	95
2023 Q3	$394K	Buy	2,537 +719	+40%	+$117K	0.12%	94
2023 Q2	$295K	Buy	+1,818	New	+$285K	0.09%	120

Other funds holding VIG

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

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

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

Cherry Tree Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 2,472 shares worth $532K. The position accounts for 0.11% of the portfolio, ranked #91.

Cherry Tree Wealth Management first reported a position in VIG in Q2 2023 and has held it in 12 quarters since. The position peaked at $543K in Q4 2025. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Cherry Tree Wealth Management held 2,472 shares of Vanguard Dividend Appreciation ETF worth $532K as of Q1 2026.
Cherry Tree Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.11% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #91 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $543K in Q4 2025.
2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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