Cherry Tree Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1985414
MINNETONKA, MN
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$531,628
-$11,668 QoQ
Shares Held
2,472
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $531,628 | 2,472 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $543,296 | 2,472 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $533,432 | 2,472 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $503,897 | 2,462 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $479,737 | 2,473 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $488,204 | 2,493 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $534,365 | 2,698 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $463,129 | 2,537 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $463,281 | 2,537 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $432,304 | 2,537 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $394,199 | 2,537 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $295,297 | 1,818 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||