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 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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 1,792 shares worth $536K. The position accounts for 0.11% of the portfolio, ranked #90.

Cherry Tree Wealth Management first reported a position in VV in Q2 2023 and has held it in 12 quarters since. The position peaked at $564K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Cherry Tree Wealth Management held 1,792 shares of Vanguard Morningstar Large-Cap ETF worth $536K as of Q1 2026.
Cherry Tree Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #90 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $564K in Q4 2025.
1,319 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

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