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 $11 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
43,910
Previous 42,699
2.84%
Holding current value
$11 Million
Previous $9.47 Billion
9.9%
% of portfolio
2.42%
Previous 2.28%
Shares
9 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio