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Cherry Tree Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Cherry Tree Wealth Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.81M Buy
54,227
+2,423
+5% +$222K 1.02% 29
2025
Q4 		$4.58M Buy
51,804
+919
+2% +$82.6K 0.97% 31
2025
Q3 		$4.65M Buy
50,885
+729
+1% +$66.1K 1.02% 29
2025
Q2 		$4.47M Sell
50,156
-883
-2% -$77.9K 1.04% 30
2025
Q1 		$4.62M Buy
51,039
+1,037
+2% +$94.1K 1.11% 27
2024
Q4 		$4.45M Sell
50,002
-556
-1% -$52.5K 1.1% 28
2024
Q3 		$4.93M Sell
50,558
-484
-0.9% -$44.6K 1.17% 26
2024
Q2 		$4.28M Sell
51,042
-281
-0.5% -$23.2K 1.07% 26
2024
Q1 		$4.44M Buy
51,323
+1,103
+2% +$94.2K 1.12% 26
2023
Q4 		$4.44M Sell
50,220
-517
-1% -$41K 1.19% 26
2023
Q3 		$3.84M Buy
50,737
+1,794
+4% +$148K 1.13% 26
2023
Q2 		$4.09M Buy
+48,943
New +$4.01M 1.19% 26

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 4.7% in Q1 2026, buying an estimated $222K and bringing the position to 54,227 shares worth $4.81M. The position accounts for 1.02% of the portfolio, ranked #29.

Cherry Tree Wealth Management first reported a position in VNQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.93M in Q3 2024. 1,782 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Cherry Tree Wealth Management held 54,227 shares of Vanguard Real Estate ETF worth $4.81M as of Q1 2026.
  • Cherry Tree Wealth Management bought 2,423 Vanguard Real Estate ETF shares in Q1 2026, an estimated $222K.
  • Vanguard Real Estate ETF made up 1.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Vanguard Real Estate ETF position peaked at $4.93M in Q3 2024.
  • 1,782 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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