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

Cherry Tree Wealth Management’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.9K Hold
822
– – 0.01% 257
2025
Q4 		$60.9K Hold
822
– – 0.01% 251
2025
Q3 		$59.7K Hold
822
– – 0.01% 247
2025
Q2 		$54.3K Buy
822
+186
+29% +$11.1K 0.01% 252
2025
Q1 		$35.5K Buy
+636
New +$38.5K 0.01% 286

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2026 at 822 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #257.

Cherry Tree Wealth Management first reported a position in VOOG in Q1 2025 and has held it in 5 quarters since. The position peaked at $60.9K in Q4 2025. 684 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Cherry Tree Wealth Management held 822 shares of Vanguard S&P 500 Growth ETF worth $55.9K as of Q1 2026.
  • Cherry Tree Wealth Management left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 Growth ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #257 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Cherry Tree Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $60.9K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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