Cherry Tree Wealth Management LLC Has $12.28 Million Holdings in Vanguard Small-Cap ETF $VB

Cherry Tree Wealth Management LLC lifted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 4.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 47,621 shares of the company’s stock after buying an additional 1,992 shares during the period. Vanguard Small-Cap ETF comprises approximately 2.6% of Cherry Tree Wealth Management LLC’s holdings, making the stock its 11th largest holding. Cherry Tree Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $12,284,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. Soundwatch Capital LLC acquired a new position in shares of Vanguard Small-Cap ETF in the 4th quarter worth approximately $296,000. Madison Wealth Partners Inc raised its holdings in shares of Vanguard Small-Cap ETF by 48.0% in the 4th quarter. Madison Wealth Partners Inc now owns 2,832 shares of the company’s stock worth $730,000 after buying an additional 919 shares in the last quarter. IF Advisors LLC acquired a new position in shares of Vanguard Small-Cap ETF in the 4th quarter worth approximately $4,469,000. Zhang Financial LLC raised its holdings in shares of Vanguard Small-Cap ETF by 1.5% in the 4th quarter. Zhang Financial LLC now owns 9,501 shares of the company’s stock worth $2,451,000 after buying an additional 145 shares in the last quarter. Finally, Valpey Financial Services LLC raised its holdings in shares of Vanguard Small-Cap ETF by 26,304.7% in the 4th quarter. Valpey Financial Services LLC now owns 954,531 shares of the company’s stock worth $246,221,000 after buying an additional 950,916 shares in the last quarter.

Vanguard Small-Cap ETF Trading Down 0.2%

NYSEARCA:VB opened at $293.51 on Friday. Vanguard Small-Cap ETF has a 1 year low of $224.66 and a 1 year high of $294.75. The firm has a 50 day moving average of $277.97 and a 200-day moving average of $270.22. The stock has a market capitalization of $79.32 billion, a P/E ratio of 18.27 and a beta of 1.05.

About Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that is based on the CRSP US Small Cap index. The fund tracks the CRSP US Small Cap Index. The market-cap-weighted index includes the bottom 2-15% of the investable universe. VB was launched on Jan 26, 2004 and is managed by Vanguard.