Cherry Tree Wealth Management
VWO icon

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
Q3 		$7.25M Sell
122,199
-5,862
-5% -$350K 1.37% 24
2026
Q2 		$7.64M Buy
128,061
+4,383
+4% +$258K 1.44% 22
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

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CLA (CliftonLarsonAllen) Wealth Advisors
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Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.6% in Q3 2026, selling an estimated $350K and leaving 122,199 shares worth $7.25M. The position accounts for 1.37% of the portfolio, ranked #24.

Cherry Tree Wealth Management first reported a position in VWO in Q2 2023 and has held it in 14 quarters since. The position peaked at $7.64M in Q2 2026. 906 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Cherry Tree Wealth Management held 122,199 shares of Vanguard FTSE Emerging Markets ETF worth $7.25M as of Q3 2026.
  • Cherry Tree Wealth Management sold 5,862 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $350K.
  • Vanguard FTSE Emerging Markets ETF made up 1.37% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $7.64M in Q2 2026.
  • 906 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

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