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Michael Gelband’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Michael Gelband’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
2020
Q4 		– Sell
-1,668
Closed -$359K – 2399
2020
Q3 		$359K Buy
+1,668
New +$352K 0.01% 1195

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Michael Gelband's VBK Position: Q4 2020 in Review

Michael Gelband sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2020, closing a stake of 1,668 shares — an estimated $359K sold.

Michael Gelband first reported a position in VBK in Q3 2020 and held it in 1 quarter. The position peaked at $359K in Q3 2020. 723 funds tracked by Wall St. Rank hold VBK as of Q4 2020.

  • Michael Gelband reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Michael Gelband sold 1,668 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2020, an estimated $359K.
  • Michael Gelband first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and held it in 1 quarter.
  • Michael Gelband's Vanguard Morningstar Small-Cap Growth ETF position peaked at $359K in Q3 2020.
  • 723 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2020.

Based on ExodusPoint Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.