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Cherry Tree Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Cherry Tree Wealth Management’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$211K Sell
4,739
-259
-5% -$12.3K 0.04% 156
2025
Q4 		$229K Sell
4,998
-1,192
-19% -$56.3K 0.05% 154
2025
Q3 		$295K Sell
6,190
-336
-5% -$15.7K 0.06% 129
2025
Q2 		$301K Sell
6,526
-118
-2% -$5.09K 0.07% 129
2025
Q1 		$269K Sell
6,644
-37
-0.6% -$1.49K 0.06% 137
2024
Q4 		$264K Sell
6,681
-628
-9% -$27.2K 0.07% 143
2024
Q3 		$343K Sell
7,309
-905
-11% -$39.4K 0.08% 126
2024
Q2 		$333K Sell
8,214
-353
-4% -$14.6K 0.08% 119
2024
Q1 		$361K Sell
8,567
-1,377
-14% -$56.2K 0.09% 112
2023
Q4 		$424K Sell
9,944
-2,731
-22% -$109K 0.11% 97
2023
Q3 		$493K Sell
12,675
-818
-6% -$33.2K 0.14% 80
2023
Q2 		$542K Buy
+13,493
New +$552K 0.16% 78

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 5.2% in Q1 2026, selling an estimated $12.3K and leaving 4,739 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #156.

Cherry Tree Wealth Management first reported a position in VNQI in Q2 2023 and has held it in 12 quarters since. The position peaked at $542K in Q2 2023. 377 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • Cherry Tree Wealth Management held 4,739 shares of Vanguard Global ex-US Real Estate ETF worth $211K as of Q1 2026.
  • Cherry Tree Wealth Management sold 259 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $12.3K.
  • Vanguard Global ex-US Real Estate ETF made up 0.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $542K in Q2 2023.
  • 377 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

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