Kathryn A. Hall’s Vanguard Total Bond Market BND Stock Holding History

Kathryn A. Hall’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-60,679	Closed	-$4.56M	–	21
2024 Q3	$4.56M	Hold	60,679	–	–	0.96%	20
2024 Q2	$4.37M	Hold	60,679	–	–	1.01%	19
2024 Q1	$4.41M	Hold	60,679	–	–	1.02%	17
2023 Q4	$4.46M	Buy	60,679 +3,500	+6%	+$247K	1.26%	17
2023 Q3	$3.99M	Buy	57,179 +35,000	+158%	+$2.5M	1.35%	20
2023 Q2	$1.61M	Hold	22,179	–	–	0.53%	31
2023 Q1	$1.64M	Hold	22,179	–	–	0.48%	37
2022 Q4	$1.59M	Sell	22,179 -1,355	-6%	-$97.1K	0.65%	32
2022 Q3	$1.68M	Hold	23,534	–	–	0.7%	30
2022 Q2	$1.77M	Sell	23,534 -3,966	-14%	-$302K	0.65%	30
2022 Q1	$2.19M	Hold	27,500	–	–	0.66%	31
2021 Q4	$2.33M	Buy	+27,500	New	+$2.34M	0.54%	28

Other funds holding BND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

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

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

Kathryn A. Hall's BND Position: Q4 2024 in Review

Kathryn A. Hall sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 60,679 shares — an estimated $4.56M sold.

Kathryn A. Hall first reported a position in BND in Q4 2021 and held it in 12 quarters. The position peaked at $4.56M in Q3 2024. 1,606 funds tracked by Wall St. Rank hold BND as of Q4 2024.

Kathryn A. Hall reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 60,679 Vanguard Total Bond Market shares in Q4 2024, an estimated $4.56M.
Kathryn A. Hall first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 12 quarters.
Kathryn A. Hall's Vanguard Total Bond Market position peaked at $4.56M in Q3 2024.
1,606 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Kathryn A. Hall's 13F filing for Q4 2024, filed 12 Feb 2025.