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 Q3	$1.19M	Buy	+5,700	New	+$1.17M	﹤0.01%	2724
2025 Q1	–	Sell	-3,100	Closed	-$613K	–	5915
2024 Q4	$613K	Buy	+3,100	New	+$636K	﹤0.01%	3170
2021 Q2	–	Sell	-2,400	Closed	-$398K	–	6766
2021 Q1	$398K	Buy	+2,400	New	+$378K	﹤0.01%	4057
2020 Q2	–	Sell	-6,900	Closed	-$621K	–	5275
2020 Q1	$621K	Buy	+6,900	New	+$837K	﹤0.01%	2428
2018 Q3	–	Sell	-4,900	Closed	-$634K	–	5944
2018 Q2	$634K	Hold	4,900	–	–	﹤0.01%	2780
2018 Q1	$634K	Buy	4,900 +3,000	+158%	+$398K	﹤0.01%	2780
2017 Q4	$252K	Buy	+1,900	New	+$247K	﹤0.01%	3849
2016 Q4	–	Sell	-9,400	Closed	-$1.03M	–	5225
2016 Q3	$1.03M	Buy	+9,400	New	+$1.03M	﹤0.01%	1832

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.