Cherry Tree Wealth Management LLC Increases Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Cherry Tree Wealth Management LLC raised its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,881 shares of the company’s stock after acquiring an additional 1,345 shares during the period. Vanguard Small-Cap Value ETF makes up 2.9% of Cherry Tree Wealth Management LLC’s portfolio, making the stock its 9th biggest holding. Cherry Tree Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $11,490,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Highlander Capital Management LLC acquired a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at approximately $25,000. Pacific Capital Wealth Advisors Inc. acquired a new stake in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth $25,000. LifeSteps Financial Inc. bought a new position in Vanguard Small-Cap Value ETF during the first quarter worth $37,000. American National Bank raised its stake in Vanguard Small-Cap Value ETF by 120.4% during the 4th quarter. American National Bank now owns 205 shares of the company’s stock valued at $37,000 after purchasing an additional 112 shares during the last quarter. Finally, MeadowBrook Investment Advisors LLC bought a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at $40,000.

Vanguard Small-Cap Value ETF Stock Down 0.9 %

NYSEARCA VBR traded down $1.59 during midday trading on Friday, hitting $179.99. The company had a trading volume of 314,585 shares, compared to its average volume of 497,932. The firm has a fifty day simple moving average of $184.81 and a two-hundred day simple moving average of $182.44. Vanguard Small-Cap Value ETF has a fifty-two week low of $148.75 and a fifty-two week high of $192.44. The stock has a market cap of $27.19 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

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.