Cherry Tree Wealth Management
VUG icon

Cherry Tree Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cherry Tree Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.95M Sell
21,607
-195
-0.9% -$17.1K 0.37% 57
2026
Q2 		$1.88M Buy
21,802
+502
+2% +$42.2K 0.35% 57
2026
Q1 		$1.55M Sell
21,300
-54
-0.3% -$4.2K 0.33% 62
2025
Q4 		$1.74M Buy
21,354
+540
+3% +$43.8K 0.37% 55
2025
Q3 		$1.66M Sell
20,814
-84
-0.4% -$6.42K 0.37% 55
2025
Q2 		$1.53M Sell
20,898
-462
-2% -$30.4K 0.35% 55
2025
Q1 		$1.32M Sell
21,360
-534
-2% -$36K 0.32% 59
2024
Q4 		$1.5M Sell
21,894
-408
-2% -$27.4K 0.37% 53
2024
Q3 		$1.43M Sell
22,302
-936
-4% -$58K 0.34% 57
2024
Q2 		$1.45M Sell
23,238
-234
-1% -$13.6K 0.36% 55
2024
Q1 		$1.35M Sell
23,472
-642
-3% -$35.3K 0.34% 57
2023
Q4 		$1.25M Sell
24,114
-1,800
-7% -$86.9K 0.33% 56
2023
Q3 		$1.18M Sell
25,914
-396
-2% -$18.7K 0.34% 50
2023
Q2 		$1.24M Buy
+26,310
New +$1.14M 0.36% 47

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.89% in Q3 2026, selling an estimated $17.1K and leaving 21,607 shares worth $1.95M. The position accounts for 0.37% of the portfolio, ranked #57.

Cherry Tree Wealth Management first reported a position in VUG in Q2 2023 and has held it in 14 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Cherry Tree Wealth Management held 21,607 shares of Vanguard Morningstar Growth ETF worth $1.95M as of Q3 2026.
  • Cherry Tree Wealth Management sold 195 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $17.1K.
  • Vanguard Morningstar Growth ETF made up 0.37% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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