Cherry Tree Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,083 shares of VFMF stock, worth $294,536. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,083
Previous 2,083
-0.0%
Holding current value
$294,536
Previous $263 Million
6.48%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VFMF
# of Institutions
84Shares Held
1.39MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO298KShares$42.2 Million3.93% of portfolio
-
Envestnet Asset Management Inc180KShares$25.4 Million0.01% of portfolio
-
Great Valley Advisor Group, Inc.143KShares$20.3 Million0.47% of portfolio
-
Opus Capital Group, LLC105KShares$14.9 Million1.7% of portfolio
-
Cambridge Investment Research Advisors, Inc.61.9KShares$8.75 Million0.03% of portfolio