Cherry Tree Wealth Management, LLC Vanguard Wellington Fd Us Mult Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 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 2,003 shares of VFMF stock, worth $289,473. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,003
Previous 2,083
3.84%
Holding current value
$289,473
Previous $280 Million
3.15%
% of portfolio
0.06%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding VFMF
# of Institutions
85Shares Held
1.57MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO301KShares$43.5 Million3.9% of portfolio
-
Envestnet Asset Management Inc176KShares$25.4 Million0.01% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH166KShares$23.9 Million3.97% of portfolio
-
Great Valley Advisor Group, Inc.149KShares$21.6 Million0.48% of portfolio
-
Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio