Cherry Tree Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45M	Sell	9,914 -1,199	-11%	-$181K	0.31%	63
2025 Q4	$1.59M	Buy	11,113 +108	+1%	+$15.4K	0.34%	64
2025 Q3	$1.57M	Sell	11,005 -208	-2%	-$28.8K	0.34%	58
2025 Q2	$1.51M	Sell	11,213 -1,047	-9%	-$129K	0.35%	58
2025 Q1	$1.42M	Sell	12,260 -168	-1%	-$19.5K	0.34%	56
2024 Q4	$1.42M	Buy	12,428 +709	+6%	+$85.2K	0.35%	56
2024 Q3	$1.48M	Sell	11,719 -572	-5%	-$69K	0.35%	55
2024 Q2	$1.44M	Buy	12,291 +910	+8%	+$107K	0.36%	56
2024 Q1	$1.33M	Buy	11,381 +414	+4%	+$46.9K	0.33%	58
2023 Q4	$1.26M	Buy	10,967 +289	+3%	+$31.1K	0.34%	55
2023 Q3	$1.13M	Sell	10,678 -92	-0.9%	-$10.2K	0.33%	53
2023 Q2	$1.19M	Buy	+10,770	New	+$1.19M	0.35%	50

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Cherry Tree Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 11% in Q1 2026, selling an estimated $181K and leaving 9,914 shares worth $1.45M. The position accounts for 0.31% of the portfolio, ranked #63.

Cherry Tree Wealth Management first reported a position in VSS in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.59M in Q4 2025. 701 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Cherry Tree Wealth Management held 9,914 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.45M as of Q1 2026.
Cherry Tree Wealth Management sold 1,199 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $181K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.31% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #63 holding.
Cherry Tree Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.59M in Q4 2025.
701 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

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