Wolverine Trading’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wolverine Trading’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,800	Closed	-$814K	–	5275
2023 Q3	$814K	Buy	+3,800	New	+$864K	﹤0.01%	2297
2022 Q3	–	Sell	-1,300	Closed	-$260K	–	5404
2022 Q2	$260K	Hold	1,300	–	–	﹤0.01%	3231
2022 Q1	$327K	Buy	1,300 +300	+30%	+$73.9K	﹤0.01%	3776
2021 Q4	$283K	Buy	+1,000	New	+$287K	﹤0.01%	4237
2020 Q2	–	Sell	-5,400	Closed	-$821K	–	5274
2020 Q1	$821K	Buy	+5,400	New	+$1M	﹤0.01%	2118
2019 Q3	–	Sell	-2,100	Closed	-$391K	–	5071
2019 Q2	$391K	Buy	+2,100	New	+$382K	﹤0.01%	2978

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wolverine Trading's VBK Position: Q4 2023 in Review

Wolverine Trading sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2023, closing a stake of 1,929 shares — an estimated $413K sold.

Wolverine Trading first reported a position in VBK in Q1 2020 and held it in 2 quarters. The position peaked at $413K in Q3 2023. 978 funds tracked by Wall St. Rank hold VBK as of Q4 2023.

Wolverine Trading reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Wolverine Trading sold 1,929 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2023, an estimated $413K.
Wolverine Trading first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and held it in 2 quarters.
Wolverine Trading's Vanguard Morningstar Small-Cap Growth ETF position peaked at $413K in Q3 2023.
978 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2023.

Based on Wolverine Trading's 13F filing for Q4 2023, filed 14 Feb 2024.