VCSH — VANGUARD SCOTTSDALE FDS

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 SCOTTSDALE FDS (VCSH). 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.

Peak position
3.0% (2023 Q2)
Avg. % of fund
2.61%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 136,840 +301 +0.2% 2.30% $10.9M $79.17
2025 Q3 ADDED 136,539 +3,586 +2.7% 2.40% $10.9M $78.20
2025 Q2 REDUCED 132,953 -2,184 -1.6% 2.46% $10.6M $76.93
2025 Q1 REDUCED 135,137 -361 -0.3% 2.57% $10.7M $75.55
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VCSH price (monthly, adj. close)

Other funds also holding VCSH

As of 2025 Q4 — sorted by position size

BCK Partners, Inc. 3Y 23.87% John A. Wolfe & Associates, Inc. 23.38% Eaton-Cambridge Inc. 16.18% FIDELIS iM, LLC 3Y 14.91% McCarthy Asset Management, Inc. 3Y 13.96% Adaptive Financial Consulting, LLC 3Y 12.09% Marks Wealth, LLC 3Y 10.97% Liquid Strategies, LLC 3Y 10.96% Quaker Wealth Management, LLC 3Y 10.44% AllSquare Wealth Management LLC 3Y 7Y 10.44%
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