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	-1,100	Closed	-$217K	–	5917
2024 Q4	$217K	Buy	+1,100	New	+$226K	﹤0.01%	4419
2022 Q3	–	Sell	-2,600	Closed	-$392K	–	5405
2022 Q2	$392K	Buy	+2,600	New	+$426K	﹤0.01%	2779
2021 Q2	–	Sell	-3,100	Closed	-$514K	–	6767
2021 Q1	$514K	Buy	+3,100	New	+$488K	﹤0.01%	3657
2020 Q4	–	Sell	-3,000	Closed	-$330K	–	5526
2020 Q3	$330K	Buy	+3,000	New	+$336K	﹤0.01%	3275
2020 Q2	–	Sell	-3,200	Closed	-$288K	–	5276
2020 Q1	$288K	Buy	+3,200	New	+$388K	﹤0.01%	3265
2018 Q3	–	Sell	-5,200	Closed	-$673K	–	5946
2018 Q2	$673K	Hold	5,200	–	–	﹤0.01%	2699
2018 Q1	$673K	Buy	5,200 +1,900	+58%	+$252K	﹤0.01%	2699
2017 Q4	$438K	Buy	+3,300	New	+$429K	﹤0.01%	3164
2017 Q2	–	Sell	-13,700	Closed	-$1.68M	–	5020
2017 Q1	$1.68M	Buy	13,700 +10,100	+281%	+$1.24M	0.01%	1309
2016 Q4	$436K	Buy	+3,600	New	+$413K	﹤0.01%	2792

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.