Cherry Tree Wealth Management LLC Has $10.54 Million Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Cherry Tree Wealth Management LLC cut its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 13.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,536 shares of the company’s stock after selling 9,186 shares during the period. Vanguard Small-Cap Value ETF comprises approximately 2.8% of Cherry Tree Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding. Cherry Tree Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $10,535,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of VBR. Advisory Alpha LLC lifted its stake in Vanguard Small-Cap Value ETF by 2.2% during the fourth quarter. Advisory Alpha LLC now owns 2,748 shares of the company’s stock worth $495,000 after purchasing an additional 58 shares during the last quarter. Jackson Creek Investment Advisors LLC raised its position in Vanguard Small-Cap Value ETF by 1.7% in the 3rd quarter. Jackson Creek Investment Advisors LLC now owns 3,843 shares of the company’s stock worth $613,000 after purchasing an additional 63 shares during the period. Winthrop Advisory Group LLC boosted its position in Vanguard Small-Cap Value ETF by 5.0% during the third quarter. Winthrop Advisory Group LLC now owns 1,339 shares of the company’s stock valued at $213,000 after buying an additional 64 shares during the period. Wade G W & Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 4.6% during the 3rd quarter. Wade G W & Inc. now owns 1,487 shares of the company’s stock valued at $237,000 after acquiring an additional 65 shares during the period. Finally, Indiana Trust & Investment Management CO increased its stake in shares of Vanguard Small-Cap Value ETF by 29.1% in the fourth quarter. Indiana Trust & Investment Management CO now owns 293 shares of the company’s stock worth $53,000 after buying an additional 66 shares during the period.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA VBR traded up $0.18 during trading hours on Wednesday, hitting $186.44. The company’s stock had a trading volume of 227,590 shares, compared to its average volume of 548,267. The business has a 50-day simple moving average of $184.69 and a 200-day simple moving average of $175.87. The stock has a market cap of $28.16 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a 12 month low of $148.75 and a 12 month high of $192.44.

Vanguard Small-Cap Value ETF Company Profile

Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies.