Vanguard Small-Cap Value ETF (NYSEARCA:VBR) is Cherry Tree Wealth Management LLC’s 9th Largest Position

Cherry Tree Wealth Management LLC reduced its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 0.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 57,326 shares of the company’s stock after selling 354 shares during the period. Vanguard Small-Cap Value ETF makes up about 2.8% of Cherry Tree Wealth Management LLC’s holdings, making the stock its 9th biggest holding. Cherry Tree Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $11,361,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Armbruster Capital Management Inc. lifted its position in shares of Vanguard Small-Cap Value ETF by 1.3% during the fourth quarter. Armbruster Capital Management Inc. now owns 3,965 shares of the company’s stock worth $786,000 after purchasing an additional 49 shares during the last quarter. Centennial Bank AR lifted its position in shares of Vanguard Small-Cap Value ETF by 1.8% during the third quarter. Centennial Bank AR now owns 2,800 shares of the company’s stock worth $562,000 after purchasing an additional 50 shares during the last quarter. Apollon Financial LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 1.9% during the fourth quarter. Apollon Financial LLC now owns 2,724 shares of the company’s stock worth $540,000 after purchasing an additional 50 shares during the last quarter. One Day In July LLC lifted its position in shares of Vanguard Small-Cap Value ETF by 1.1% during the fourth quarter. One Day In July LLC now owns 4,450 shares of the company’s stock worth $882,000 after purchasing an additional 50 shares during the last quarter. Finally, Forum Financial Management LP lifted its position in shares of Vanguard Small-Cap Value ETF by 0.4% during the third quarter. Forum Financial Management LP now owns 14,311 shares of the company’s stock worth $2,873,000 after purchasing an additional 51 shares during the last quarter.

Vanguard Small-Cap Value ETF Stock Down 2.2 %

VBR opened at $197.69 on Monday. The firm has a market cap of $29.86 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a fifty-two week low of $177.15 and a fifty-two week high of $219.01. The company’s 50-day moving average price is $202.13 and its 200 day moving average price is $201.76.

Vanguard Small-Cap Value ETF 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.