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Michael Gelband’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Michael Gelband’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
2020
Q4 		– Sell
-57,551
Closed -$6.37M – 2400
2020
Q3 		$6.37M Buy
+57,551
New +$6.45M 0.13% 146

Other funds holding VBR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Michael Gelband's VBR Position: Q4 2020 in Review

Michael Gelband sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2020, closing a stake of 57,551 shares — an estimated $6.37M sold.

Michael Gelband first reported a position in VBR in Q3 2020 and held it in 1 quarter. The position peaked at $6.37M in Q3 2020. 901 funds tracked by Wall St. Rank hold VBR as of Q4 2020.

  • Michael Gelband reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Michael Gelband sold 57,551 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2020, an estimated $6.37M.
  • Michael Gelband first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2020 and held it in 1 quarter.
  • Michael Gelband's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.37M in Q3 2020.
  • 901 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2020.

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