Cherry Tree Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$143K	Hold	1,996	–	–	0.03%	185
2025 Q4	$145K	Hold	1,996	–	–	0.03%	189
2025 Q3	$147K	Buy	1,996 +236	+13%	+$16.9K	0.03%	187
2025 Q2	$123K	Sell	1,760 -72	-4%	-$4.73K	0.03%	196
2025 Q1	$118K	Hold	1,832	–	–	0.03%	198
2024 Q4	$121K	Buy	1,832 +72	+4%	+$4.89K	0.03%	194
2024 Q3	$116K	Hold	1,760	–	–	0.03%	202
2024 Q2	$107K	Sell	1,760 -164	-9%	-$9.97K	0.03%	199
2024 Q1	$120K	Hold	1,924	–	–	0.03%	190
2023 Q4	$112K	Hold	1,924	–	–	0.03%	186
2023 Q3	$100K	Buy	1,924 +1,036	+117%	+$56.8K	0.03%	186
2023 Q2	$48.9K	Buy	+888	New	+$46.6K	0.01%	232

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2026 at 1,996 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #185.

Cherry Tree Wealth Management first reported a position in VO in Q2 2023 and has held it in 12 quarters since. The position peaked at $147K in Q3 2025. 2,394 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Cherry Tree Wealth Management held 1,996 shares of Vanguard Morningstar Mid-Cap ETF worth $143K as of Q1 2026.
Cherry Tree Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #185 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $147K in Q3 2025.
2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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