Cherry Tree Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Cherry Tree Wealth Management, LLC

$430 Billion
Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 43,910 shares of VB stock, worth $10.5 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares

43,910

Previous 42,699 2.84%

Holding current value

$10.5 Million

Previous $9.47 Billion 9.9%

% of portfolio

2.42%

Previous 2.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$193.73 - $237.37 $234,607 - $287,455	1,211 Added 2.84%	43,910 $10.4 Billion
Q1 2025 Apr 21, 2025	BUY	$217.89 - $252.64 $230,527 - $267,293	1,058 Added 2.54%	42,699 $9.47 Billion
Q4 2024 Feb 04, 2025	SELL	$233.76 - $261.58 $16,129 - $18,049	-69 Reduced 0.17%	41,641 $10 Billion
Q3 2024 Nov 12, 2024	SELL	$214.77 - $237.72 $28,993 - $32,092	-135 Reduced 0.32%	41,710 $9.89 Billion
Q2 2024 Aug 06, 2024	BUY	$210.76 - $226.94 $223,194 - $240,329	1,059 Added 2.6%	41,845 $9.12 Billion
Q1 2024 May 01, 2024	BUY	$204.0 - $228.59 $371,484 - $416,262	1,821 Added 4.67%	40,786 $9.32 Billion
Q4 2023 Feb 06, 2024	BUY	$175.26 - $215.9 $378,211 - $465,912	2,158 Added 5.86%	38,965 $8.31 Billion
Q3 2023 Nov 14, 2023	BUY	$186.24 - $208.75 $392,407 - $439,836	2,107 Added 6.07%	36,807 $6.96 Billion
Q2 2023 Aug 09, 2023	BUY	$181.26 - $198.89 $6.29 Million - $6.9 Million	34,700 New	34,700 $6.9 Billion

Others Institutions Holding VB

# of Institutions

2,381

Shares Held

167M

Call Options Held

78.1K

Put Options Held

29.4K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Cherry Tree Wealth Management, LLC Vanguard Small Cap ETF Transaction History