Cherry Tree Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.26M	Sell	5,461 -73	-1%	-$45.7K	0.69%	42
2025 Q4	$3.47M	Buy	5,534 +12	+0.2%	+$7.46K	0.73%	42
2025 Q3	$3.38M	Buy	5,522 +1,383	+33%	+$815K	0.74%	38
2025 Q2	$2.35M	Buy	4,139 +92	+2%	+$48.4K	0.55%	45
2025 Q1	$2.08M	Buy	4,047 +137	+4%	+$74.1K	0.5%	46
2024 Q4	$2.11M	Hold	3,910	–	–	0.52%	44
2024 Q3	$2.06M	Hold	3,910	–	–	0.49%	45
2024 Q2	$1.96M	Sell	3,910 -3	-0.1%	-$1.44K	0.49%	45
2024 Q1	$1.88M	Buy	3,913 +1,382	+55%	+$633K	0.47%	46
2023 Q4	$1.11M	Buy	2,531 +71	+3%	+$29.1K	0.3%	61
2023 Q3	$966K	Sell	2,460 -249	-9%	-$102K	0.28%	57
2023 Q2	$1.1M	Buy	+2,709	New	+$1.05M	0.32%	53

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q1 2026, selling an estimated $45.7K and leaving 5,461 shares worth $3.26M. The position accounts for 0.69% of the portfolio, ranked #42.

Cherry Tree Wealth Management first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.47M in Q4 2025. 3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Cherry Tree Wealth Management held 5,461 shares of Vanguard S&P 500 ETF worth $3.26M as of Q1 2026.
Cherry Tree Wealth Management sold 73 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $45.7K.
Vanguard S&P 500 ETF made up 0.69% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #42 holding.
Cherry Tree Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard S&P 500 ETF position peaked at $3.47M in Q4 2025.
3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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