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Michael Gelband’s Vanguard Morningstar Value ETF VTV Stock Holding History

Michael Gelband’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,007
Closed -$1.08M – 2635
2021
Q3 		$1.08M Buy
+8,007
New +$1.11M 0.01% 990
2020
Q3 		– Sell
-74,800
Closed -$7.45M – 2269
2020
Q2 		$7.45M Buy
+74,800
New +$7.34M 0.19% 95

Other funds holding VTV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Michael Gelband's VTV Position: Q4 2021 in Review

Michael Gelband sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2021, closing a stake of 8,007 shares — an estimated $1.08M sold.

Michael Gelband first reported a position in VTV in Q2 2020 and held it in 2 quarters. The position peaked at $7.45M in Q2 2020. 1,582 funds tracked by Wall St. Rank hold VTV as of Q4 2021.

  • Michael Gelband reported no remaining Vanguard Morningstar Value ETF position as of Q4 2021 after selling out during the quarter.
  • Michael Gelband sold 8,007 Vanguard Morningstar Value ETF shares in Q4 2021, an estimated $1.08M.
  • Michael Gelband first reported a position in Vanguard Morningstar Value ETF in Q2 2020 and held it in 2 quarters.
  • Michael Gelband's Vanguard Morningstar Value ETF position peaked at $7.45M in Q2 2020.
  • 1,582 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2021.

Based on ExodusPoint Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.