Cherry Tree Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1985414
MINNETONKA, MN
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,585,779
+$301,943 QoQ
Shares Held
48,052
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,585,779 | 48,052 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,283,836 | 47,621 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,602,542 | 45,629 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $10,405,791 | 43,910 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,468,503 | 42,699 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $10,005,499 | 41,641 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,894,029 | 41,710 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,123,883 | 41,845 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,323,271 | 40,786 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,312,403 | 38,965 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,959,099 | 36,807 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,901,483 | 34,700 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||