Kathryn A. Hall’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-16,407	Closed	-$671K	–	61
2020 Q3	$671K	Sell	16,407 -47,628	-74%	-$1.95M	0.32%	35
2020 Q2	$2.48M	Sell	64,035 -26,044	-29%	-$951K	1.43%	15
2020 Q1	$3M	Buy	90,079 +64,029	+246%	+$2.57M	2.5%	7
2019 Q4	$1.15M	Hold	26,050	–	–	0.71%	20
2019 Q3	$1.07M	Hold	26,050	–	–	0.87%	21
2019 Q2	$1.09M	Sell	26,050 -4,920	-16%	-$203K	0.87%	18
2019 Q1	$1.27M	Buy	+30,970	New	+$1.24M	0.85%	17
2015 Q1	–	Sell	-363,856	Closed	-$13.8M	–	76
2014 Q4	$13.8M	Sell	363,856 -554,814	-60%	-$21.5M	3.83%	6
2014 Q3	$36.5M	Sell	918,670 -773,130	-46%	-$32.2M	9.49%	5
2014 Q2	$72.1M	Buy	+1,691,800	New	+$71.3M	12.51%	2

Other funds holding VEA

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kathryn A. Hall's VEA Position: Q4 2020 in Review

Kathryn A. Hall sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2020, closing a stake of 16,407 shares — an estimated $671K sold.

Kathryn A. Hall first reported a position in VEA in Q2 2014 and held it in 10 quarters. The position peaked at $72.1M in Q2 2014. 1,466 funds tracked by Wall St. Rank hold VEA as of Q4 2020.

Kathryn A. Hall reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2020 after selling out during the quarter.
Kathryn A. Hall sold 16,407 Vanguard FTSE Developed Markets ETF shares in Q4 2020, an estimated $671K.
Kathryn A. Hall first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2014 and held it in 10 quarters.
Kathryn A. Hall's Vanguard FTSE Developed Markets ETF position peaked at $72.1M in Q2 2014.
1,466 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2020.

Based on Kathryn A. Hall's 13F filing for Q4 2020, filed 16 Feb 2021.