CTWM
VTI icon

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
Q2 		$5.26M Buy
14,210
+1,327
+10% +$474K 0.99% 34
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cherry Tree Wealth Management's VTI Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q2 2026, buying an estimated $474K and bringing the position to 14,210 shares worth $5.26M. The position accounts for 0.99% of the portfolio, ranked #34.

Cherry Tree Wealth Management first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cherry Tree Wealth Management held 14,210 shares of Vanguard Morningstar Total Stock Market ETF worth $5.26M as of Q2 2026.
  • Cherry Tree Wealth Management bought 1,327 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $474K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.99% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.