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 Q3	$137K	Hold	1,742	–	–	0.03%	195
2026 Q2	$140K	Sell	1,742 -254	-13%	-$19.7K	0.03%	194
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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 1,742 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #195.

Cherry Tree Wealth Management first reported a position in VO in Q2 2023 and has held it in 14 quarters since. The position peaked at $147K in Q3 2025. 392 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Cherry Tree Wealth Management held 1,742 shares of Vanguard Morningstar Mid-Cap ETF worth $137K as of Q3 2026.
Cherry Tree Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #195 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $147K in Q3 2025.
392 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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