Cherry Tree Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.56K	Buy	+21	New	+$6.82K	﹤0.01%	463

Other funds holding VIS

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Cherry Tree Wealth Management opened a new position in Vanguard Industrials ETF (VIS) in Q1 2026: 21 shares worth $6.56K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings.

599 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Cherry Tree Wealth Management held 21 shares of Vanguard Industrials ETF worth $6.56K as of Q1 2026.
Vanguard Industrials ETF was a new Cherry Tree Wealth Management position in Q1 2026.
Vanguard Industrials ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #463 holding.
599 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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