Cherry Tree Wealth Management LLC Has $10.01 Million Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Cherry Tree Wealth Management LLC lessened its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 0.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 41,641 shares of the company’s stock after selling 69 shares during the quarter. Vanguard Small-Cap ETF accounts for about 2.5% of Cherry Tree Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding. Cherry Tree Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $10,006,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. LPL Financial LLC boosted its holdings in shares of Vanguard Small-Cap ETF by 2.5% in the third quarter. LPL Financial LLC now owns 3,612,385 shares of the company’s stock valued at $856,894,000 after buying an additional 87,311 shares during the period. Life Planning Partners Inc boosted its holdings in shares of Vanguard Small-Cap ETF by 23,750.1% in the fourth quarter. Life Planning Partners Inc now owns 2,614,209 shares of the company’s stock valued at $628,142,000 after buying an additional 2,603,248 shares during the period. Captrust Financial Advisors boosted its holdings in shares of Vanguard Small-Cap ETF by 3.7% in the third quarter. Captrust Financial Advisors now owns 1,942,941 shares of the company’s stock valued at $460,885,000 after buying an additional 69,830 shares during the period. PNC Financial Services Group Inc. boosted its holdings in shares of Vanguard Small-Cap ETF by 1.1% in the third quarter. PNC Financial Services Group Inc. now owns 1,872,168 shares of the company’s stock valued at $444,097,000 after buying an additional 20,175 shares during the period. Finally, Strategic Financial Concepts LLC boosted its holdings in shares of Vanguard Small-Cap ETF by 24,676.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 1,593,853 shares of the company’s stock valued at $382,971,000 after buying an additional 1,587,420 shares during the period.

Vanguard Small-Cap ETF Stock Down 2.6 %

Vanguard Small-Cap ETF stock opened at $239.61 on Monday. Vanguard Small-Cap ETF has a twelve month low of $209.81 and a twelve month high of $263.35. The company has a 50 day moving average of $246.00 and a 200-day moving average of $241.86. The stock has a market capitalization of $59.34 billion, a PE ratio of 14.11 and a beta of 1.17.

Vanguard Small-Cap ETF Company Profile

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.