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Cherry Tree Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cherry Tree Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2M Buy
50,301
+2,249
+5% +$645K 2.87% 7
2026
Q1 		$12.6M Buy
48,052
+431
+0.9% +$117K 2.66% 9
2025
Q4 		$12.3M Buy
47,621
+1,992
+4% +$510K 2.59% 11
2025
Q3 		$11.6M Buy
45,629
+1,719
+4% +$426K 2.55% 11
2025
Q2 		$10.4M Buy
43,910
+1,211
+3% +$270K 2.42% 12
2025
Q1 		$9.47M Buy
42,699
+1,058
+3% +$253K 2.28% 12
2024
Q4 		$10M Sell
41,641
-69
-0.2% -$17K 2.48% 12
2024
Q3 		$9.89M Sell
41,710
-135
-0.3% -$30.7K 2.35% 12
2024
Q2 		$9.12M Buy
41,845
+1,059
+3% +$233K 2.29% 13
2024
Q1 		$9.32M Buy
40,786
+1,821
+5% +$392K 2.34% 12
2023
Q4 		$8.31M Buy
38,965
+2,158
+6% +$416K 2.22% 14
2023
Q3 		$6.96M Buy
36,807
+2,107
+6% +$420K 2.04% 16
2023
Q2 		$6.9M Buy
+34,700
New +$6.56M 2.01% 17

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cherry Tree Wealth Management's VB Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.7% in Q2 2026, buying an estimated $645K and bringing the position to 50,301 shares worth $15.2M. The position accounts for 2.87% of the portfolio, ranked #7.

Cherry Tree Wealth Management first reported a position in VB in Q2 2023 and has held it in 13 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cherry Tree Wealth Management held 50,301 shares of Vanguard Morningstar Small-Cap ETF worth $15.2M as of Q2 2026.
  • Cherry Tree Wealth Management bought 2,249 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $645K.
  • Vanguard Morningstar Small-Cap ETF made up 2.87% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.