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 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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.25% in Q1 2026, selling an estimated $4.2K and leaving 21,300 shares worth $1.55M. The position accounts for 0.33% of the portfolio, ranked #62.

Cherry Tree Wealth Management first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Cherry Tree Wealth Management held 21,300 shares of Vanguard Morningstar Growth ETF worth $1.55M as of Q1 2026.
Cherry Tree Wealth Management sold 54 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $4.2K.
Vanguard Morningstar Growth ETF made up 0.33% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #62 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.74M in Q4 2025.
2,737 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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