Cherry Tree Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 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 45,629 shares of VB stock, worth $11.4 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
45,629
Previous 43,910
3.91%
Holding current value
$11.4 Million
Previous $10.4 Billion
11.5%
% of portfolio
2.55%
Previous 2.42%
Shares
10 transactions
Others Institutions Holding VB
# of Institutions
2,483Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
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