Kathryn A. Hall’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,293	Closed	-$731K	–	22
2024 Q3	$731K	Hold	9,293	–	–	0.15%	41
2024 Q2	$713K	Hold	9,293	–	–	0.16%	42
2024 Q1	$712K	Sell	9,293 -6,167	-40%	-$473K	0.16%	42
2023 Q4	$1.19M	Sell	15,460 -14,600	-49%	-$1.11M	0.34%	37
2023 Q3	$2.26M	Hold	30,060	–	–	0.77%	26
2023 Q2	$2.27M	Sell	30,060 -42,370	-58%	-$3.23M	0.74%	24
2023 Q1	$5.54M	Hold	72,430	–	–	1.62%	16
2022 Q4	$5.45M	Sell	72,430 -26,380	-27%	-$1.98M	2.24%	11
2022 Q3	$7.39M	Sell	98,810 -13,000	-12%	-$993K	3.06%	9
2022 Q2	$8.59M	Hold	111,810	–	–	3.13%	9
2022 Q1	$8.71M	Buy	111,810 +102,270	+1,072%	+$8.12M	2.63%	11
2021 Q4	$771K	Buy	+9,540	New	+$776K	0.18%	43

Other funds holding BSV

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Kathryn A. Hall sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 9,293 shares — an estimated $731K sold.

Kathryn A. Hall first reported a position in BSV in Q4 2021 and held it in 12 quarters. The position peaked at $8.71M in Q1 2022. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Kathryn A. Hall reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 9,293 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $731K.
Kathryn A. Hall first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 12 quarters.
Kathryn A. Hall's Vanguard Short-Term Bond ETF position peaked at $8.71M in Q1 2022.
1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

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