Cherry Tree Wealth Management
VSS icon

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
Q3 		$1.89M Buy
12,185
+2,365
+24% +$369K 0.36% 59
2026
Q2 		$1.52M Sell
9,820
-94
-0.9% -$14.7K 0.29% 66
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 24% in Q3 2026, buying an estimated $369K and bringing the position to 12,185 shares worth $1.89M. The position accounts for 0.36% of the portfolio, ranked #59.

Cherry Tree Wealth Management first reported a position in VSS in Q2 2023 and has held it in 14 quarters since. 211 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Cherry Tree Wealth Management held 12,185 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.89M as of Q3 2026.
  • Cherry Tree Wealth Management bought 2,365 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $369K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.36% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #59 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 14 quarters since.
  • 211 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

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