Cherry Tree Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$620K	Hold	1,763	–	–	0.12%	86
2026 Q2	$606K	Sell	1,763 -29	-2%	-$9.7K	0.11%	88
2026 Q1	$536K	Hold	1,792	–	–	0.11%	90
2025 Q4	$564K	Hold	1,792	–	–	0.12%	89
2025 Q3	$552K	Hold	1,792	–	–	0.12%	88
2025 Q2	$511K	Sell	1,792 -55	-3%	-$14.5K	0.12%	89
2025 Q1	$475K	Buy	1,847 +31	+2%	+$8.4K	0.11%	93
2024 Q4	$490K	Hold	1,816	–	–	0.12%	91
2024 Q3	$478K	Hold	1,816	–	–	0.11%	101
2024 Q2	$453K	Sell	1,816 -82	-4%	-$19.7K	0.11%	99
2024 Q1	$455K	Hold	1,898	–	–	0.11%	94
2023 Q4	$414K	Hold	1,898	–	–	0.11%	100
2023 Q3	$371K	Hold	1,898	–	–	0.11%	96
2023 Q2	$385K	Buy	+1,898	New	+$364K	0.11%	96

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 1,763 shares worth $620K. The position accounts for 0.12% of the portfolio, ranked #86.

Cherry Tree Wealth Management first reported a position in VV in Q2 2023 and has held it in 14 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Cherry Tree Wealth Management held 1,763 shares of Vanguard Morningstar Large-Cap ETF worth $620K as of Q3 2026.
Cherry Tree Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.12% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #86 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 14 quarters since.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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