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Vanguard Instl Index shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Vanguard Instl Index (VBIL) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Instl Index by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 48k 75.43
2025-09-30 $2.9M 38k 75.62

More positions owned by Cherry Tree Wealth Management

Spdr Series Trust State Street Spd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust State Street Spd (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cherry Tree Wealth Management

Top funds holding Vanguard Instl Index

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Royal Bank of Canada
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Bridgewealth Advisory Group
Bragg Financial Advisors
UBS Group
Branch Banking & Trust Company
Cypress Capital
EverSource Wealth Advisors
Pathway Financial Advisors
LPL Financial

View all funds holding Vanguard Instl Index