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 STAR FDS (VXUS). 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 | REDUCED | 85,988 | -689 | -0.8% | 1.37% | $6.5M | $75.36 |
| 2025 Q3 | ADDED | 86,677 | +1,791 | +2.1% | 1.40% | $6.4M | $72.06 |
| 2025 Q2 | REDUCED | 84,886 | -236 | -0.3% | 1.36% | $5.9M | $67.44 |
| 2025 Q1 | REDUCED | 85,122 | -790 | -0.9% | 1.27% | $5.3M | $60.18 |
| 2024 Q4 | ADDED | 85,912 | +2,314 | +2.8% | 1.25% | $5.1M | $56.94 |
| 2024 Q3 | ADDED | 83,598 | +1,130 | +1.4% | 1.28% | $5.4M | $61.50 |
| 2024 Q2 | REDUCED | 82,468 | -239 | -0.3% | 1.25% | $5.0M | $57.04 |
| 2024 Q1 | REDUCED | 82,707 | -1,085 | -1.3% | 1.25% | $5.0M | $56.59 |
| 2023 Q4 | REDUCED | 83,792 | -317 | -0.4% | 1.30% | $4.9M | $54.19 |
| 2023 Q3 | ADDED | 84,109 | +2,167 | +2.6% | 1.32% | $4.5M | $49.30 |
As of 2025 Q4 — sorted by position size