Cherry Tree Wealth Management LLC Increases Stake in Vanguard Small-Cap ETF $VB

Cherry Tree Wealth Management LLC increased its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 4.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 50,301 shares of the company’s stock after buying an additional 2,249 shares during the period. Vanguard Small-Cap ETF accounts for approximately 2.8% of Cherry Tree Wealth Management LLC’s holdings, making the stock its 7th biggest holding. Cherry Tree Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth $15,247,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Auto Owners Insurance Co increased its position in Vanguard Small-Cap ETF by 29,071.8% in the 4th quarter. Auto Owners Insurance Co now owns 72,645,943 shares of the company’s stock valued at $18,739,021,000 after acquiring an additional 72,396,915 shares in the last quarter. Corient Private Wealth LLC lifted its position in shares of Vanguard Small-Cap ETF by 2,422.8% during the fourth quarter. Corient Private Wealth LLC now owns 11,331,335 shares of the company’s stock worth $2,922,918,000 after purchasing an additional 10,882,179 shares in the last quarter. Align Financial LLC acquired a new position in shares of Vanguard Small-Cap ETF during the fourth quarter worth approximately $717,282,000. Northwestern Mutual Wealth Management Co. grew its stake in shares of Vanguard Small-Cap ETF by 2.6% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,747,982 shares of the company’s stock valued at $708,842,000 after purchasing an additional 70,024 shares during the last quarter. Finally, Captrust Financial Advisors grew its stake in shares of Vanguard Small-Cap ETF by 5.2% during the fourth quarter. Captrust Financial Advisors now owns 2,644,075 shares of the company’s stock valued at $682,039,000 after purchasing an additional 130,946 shares during the last quarter.

Vanguard Small-Cap ETF Trading Down 0.3%

Shares of Vanguard Small-Cap ETF stock traded down $0.93 during midday trading on Tuesday, reaching $291.44. The company had a trading volume of 204,495 shares, compared to its average volume of 642,978. The stock has a fifty day simple moving average of $299.70 and a 200 day simple moving average of $288.02. Vanguard Small-Cap ETF has a 1-year low of $241.17 and a 1-year high of $309.51. The company has a market capitalization of $78.45 billion, a price-to-earnings ratio of 18.27 and a beta of 1.04.

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.