Cherry Tree Wealth Management
VNQI icon

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
Q3 		$190K Sell
4,458
-498
-10% -$22.4K 0.04% 170
2026
Q2 		$222K Buy
4,956
+217
+5% +$10K 0.04% 157
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% -$5.1K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Marathon Strategic Advisors
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Traveka Wealth
Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Arvest Investments
Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return
Gradient Capital Advisors
Gradient Capital Advisors San Diego, California $433M AUM 18.32% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Cherry Tree Wealth Management's VNQI Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 10% in Q3 2026, selling an estimated $22.4K and leaving 4,458 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #170.

Cherry Tree Wealth Management first reported a position in VNQI in Q2 2023 and has held it in 14 quarters since. The position peaked at $542K in Q2 2023. 103 funds tracked by Wall St. Rank hold VNQI as of Q3 2026.

  • Cherry Tree Wealth Management held 4,458 shares of Vanguard Global ex-US Real Estate ETF worth $190K as of Q3 2026.
  • Cherry Tree Wealth Management sold 498 Vanguard Global ex-US Real Estate ETF shares in Q3 2026, an estimated $22.4K.
  • Vanguard Global ex-US Real Estate ETF made up 0.04% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #170 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 14 quarters since.
  • Cherry Tree Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $542K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.