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 Q2	$584K	Sell	2,468 -4	-0.2%	-$918	0.11%	90
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.16% in Q2 2026, selling an estimated $918 and leaving 2,468 shares worth $584K. The position accounts for 0.11% of the portfolio, ranked #90.

Cherry Tree Wealth Management first reported a position in VIG in Q2 2023 and has held it in 13 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cherry Tree Wealth Management held 2,468 shares of Vanguard Dividend Appreciation ETF worth $584K as of Q2 2026.
Cherry Tree Wealth Management sold 4 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $918.
Vanguard Dividend Appreciation ETF made up 0.11% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #90 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 13 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.