Kathryn A. Hall’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-35,620	Closed	-$2.35M	–	43
2024 Q3	$2.35M	Hold	35,620	–	–	0.49%	25
2024 Q2	$2.16M	Hold	35,620	–	–	0.5%	24
2024 Q1	$2.23M	Hold	35,620	–	–	0.51%	28
2023 Q4	$2.07M	Hold	35,620	–	–	0.58%	26
2023 Q3	$1.85M	Hold	35,620	–	–	0.63%	28
2023 Q2	$1.96M	Hold	35,620	–	–	0.64%	27
2023 Q1	$1.88M	Hold	35,620	–	–	0.55%	35
2022 Q4	$1.81M	Hold	35,620	–	–	0.75%	29
2022 Q3	$1.67M	Hold	35,620	–	–	0.69%	31
2022 Q2	$1.75M	Hold	35,620	–	–	0.64%	31
2022 Q1	$2.12M	Hold	35,620	–	–	0.64%	32
2021 Q4	$2.27M	Hold	35,620	–	–	0.52%	30
2021 Q3	$2.11M	Hold	35,620	–	–	0.64%	29
2021 Q2	$2.11M	Hold	35,620	–	–	0.67%	29
2021 Q1	$1.97M	Hold	35,620	–	–	0.65%	29
2020 Q4	$1.84M	Sell	35,620 -44,268	-55%	-$2.14M	0.64%	30
2020 Q3	$3.52M	Sell	79,888 -5,512	-6%	-$240K	1.67%	10
2020 Q2	$3.5M	Buy	85,400 +8,940	+12%	+$342K	2.01%	9
2020 Q1	$2.52M	Buy	76,460 +37,180	+95%	+$1.54M	2.09%	12
2019 Q4	$1.75M	Hold	39,280	–	–	1.08%	13
2019 Q3	$1.65M	Buy	39,280 +14,080	+56%	+$588K	1.34%	13
2019 Q2	$1.05M	Hold	25,200	–	–	0.84%	19
2019 Q1	$1.01M	Buy	+25,200	New	+$969K	0.68%	19

Other funds holding VO

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Kathryn A. Hall sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2024, closing a stake of 35,620 shares — an estimated $2.35M sold.

Kathryn A. Hall first reported a position in VO in Q1 2019 and held it in 23 quarters. The position peaked at $3.52M in Q3 2020. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Kathryn A. Hall reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 35,620 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $2.35M.
Kathryn A. Hall first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2019 and held it in 23 quarters.
Kathryn A. Hall's Vanguard Morningstar Mid-Cap ETF position peaked at $3.52M in Q3 2020.
2,137 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

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