Cherry Tree Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.13M	Sell	12,883 -251	-2%	-$84.2K	0.87%	35
2025 Q4	$4.4M	Sell	13,134 -548	-4%	-$182K	0.93%	33
2025 Q3	$4.49M	Buy	13,682 +826	+6%	+$261K	0.99%	31
2025 Q2	$3.91M	Sell	12,856 -211	-2%	-$59.3K	0.91%	34
2025 Q1	$3.59M	Buy	13,067 +264	+2%	+$76.7K	0.87%	34
2024 Q4	$3.71M	Sell	12,803 -845	-6%	-$247K	0.92%	33
2024 Q3	$3.86M	Buy	13,648 +92	+0.7%	+$25.1K	0.92%	31
2024 Q2	$3.63M	Sell	13,556 -136	-1%	-$35.2K	0.91%	33
2024 Q1	$3.56M	Sell	13,692 -71	-0.5%	-$17.6K	0.9%	30
2023 Q4	$3.26M	Buy	13,763 +741	+6%	+$164K	0.87%	29
2023 Q3	$2.77M	Buy	13,022 +2	+0%	+$443	0.81%	28
2023 Q2	$2.87M	Buy	+13,020	New	+$2.72M	0.84%	28

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q1 2026, selling an estimated $84.2K and leaving 12,883 shares worth $4.13M. The position accounts for 0.87% of the portfolio, ranked #35.

Cherry Tree Wealth Management first reported a position in VTI in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.49M in Q3 2025. 3,574 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Cherry Tree Wealth Management held 12,883 shares of Vanguard Morningstar Total Stock Market ETF worth $4.13M as of Q1 2026.
Cherry Tree Wealth Management sold 251 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $84.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.87% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #35 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $4.49M in Q3 2025.
3,574 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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