Wolverine Trading
VBR icon

Wolverine Trading’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Wolverine Trading’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,438
Closed -$284K – 5916
2024
Q4 		$284K Buy
+1,438
New +$295K ﹤0.01% 4081
2018
Q3 		– Sell
-2,388
Closed -$309K – 5945
2018
Q2 		$309K Hold
2,388
– – ﹤0.01% 3740
2018
Q1 		$309K Buy
+2,388
New +$317K ﹤0.01% 3740
2017
Q2 		– Sell
-9,817
Closed -$1.21M – 5019
2017
Q1 		$1.21M Buy
9,817
+7,880
+407% +$968K 0.01% 1583
2016
Q4 		$234K Buy
+1,937
New +$222K ﹤0.01% 3557

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wolverine Trading's VBR Position: Q1 2025 in Review

Wolverine Trading sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2025, closing a stake of 1,438 shares — an estimated $284K sold.

Wolverine Trading first reported a position in VBR in Q4 2016 and held it in 5 quarters. The position peaked at $1.21M in Q1 2017. 1,524 funds tracked by Wall St. Rank hold VBR as of Q1 2025.

  • Wolverine Trading reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Wolverine Trading sold 1,438 Vanguard Small-Cap Value ETF shares in Q1 2025, an estimated $284K.
  • Wolverine Trading first reported a position in Vanguard Small-Cap Value ETF in Q4 2016 and held it in 5 quarters.
  • Wolverine Trading's Vanguard Small-Cap Value ETF position peaked at $1.21M in Q1 2017.
  • 1,524 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2025.

Based on Wolverine Trading's 13F filing for Q1 2025, filed 15 May 2025.