Ownership history in Cherry Tree Wealth Management, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, LLC reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 47,621 | +1,992 | +4.4% | 2.59% | $12.3M | $257.95 |
| 2025 Q3 | ADDED | 45,629 | +1,719 | +3.9% | 2.55% | $11.6M | $253.38 |
| 2025 Q2 | ADDED | 43,910 | +1,211 | +2.8% | 2.42% | $10.4M | $235.40 |
| 2025 Q1 | ADDED | 42,699 | +1,058 | +2.5% | 2.28% | $9.5M | $219.54 |
| 2024 Q4 | REDUCED | 41,641 | -69 | -0.2% | 2.48% | $10.0M | $236.92 |
| 2024 Q3 | REDUCED | 41,710 | -135 | -0.3% | 2.35% | $9.9M | $233.03 |
| 2024 Q2 | ADDED | 41,845 | +1,059 | +2.6% | 2.29% | $9.1M | $213.56 |
| 2024 Q1 | ADDED | 40,786 | +1,821 | +4.7% | 2.34% | $9.3M | $223.02 |
| 2023 Q4 | ADDED | 38,965 | +2,158 | +5.9% | 2.22% | $8.3M | $207.51 |
| 2023 Q3 | ADDED | 36,807 | +2,107 | +6.1% | 2.04% | $7.0M | $182.97 |
As of 2025 Q4 — sorted by position size