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Cherry Tree Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cherry Tree Wealth Management’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.68M Sell
123,678
-3,542
-3% -$198K 1.41% 21
2025
Q4 		$6.84M Buy
127,220
+5,858
+5% +$318K 1.44% 21
2025
Q3 		$6.58M Sell
121,362
-1,613
-1% -$83.1K 1.44% 20
2025
Q2 		$6.08M Sell
122,975
-1,607
-1% -$74.5K 1.41% 20
2025
Q1 		$5.64M Sell
124,582
-435
-0.3% -$19.6K 1.36% 21
2024
Q4 		$5.51M Sell
125,017
-926
-0.7% -$43K 1.36% 22
2024
Q3 		$6.03M Buy
125,943
+275
+0.2% +$12.2K 1.43% 21
2024
Q2 		$5.5M Buy
125,668
+3,272
+3% +$141K 1.38% 22
2024
Q1 		$5.11M Buy
122,396
+1,067
+0.9% +$43.5K 1.29% 24
2023
Q4 		$4.99M Sell
121,329
-1,807
-1% -$71.7K 1.33% 24
2023
Q3 		$4.83M Buy
123,136
+5,205
+4% +$212K 1.41% 24
2023
Q2 		$4.8M Buy
+117,931
New +$4.75M 1.4% 24

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.8% in Q1 2026, selling an estimated $198K and leaving 123,678 shares worth $6.68M. The position accounts for 1.41% of the portfolio, ranked #21.

Cherry Tree Wealth Management first reported a position in VWO in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.84M in Q4 2025. 2,552 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Cherry Tree Wealth Management held 123,678 shares of Vanguard FTSE Emerging Markets ETF worth $6.68M as of Q1 2026.
  • Cherry Tree Wealth Management sold 3,542 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $198K.
  • Vanguard FTSE Emerging Markets ETF made up 1.41% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $6.84M in Q4 2025.
  • 2,552 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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