Kathryn A. Hall’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12,000	Closed	-$975K	–	43
2020 Q1	$975K	Hold	12,000	–	–	0.81%	22
2019 Q4	$1.43M	Hold	12,000	–	–	0.89%	18
2019 Q3	$1.36M	Hold	12,000	–	–	1.1%	17
2019 Q2	$1.34M	Hold	12,000	–	–	1.07%	16
2019 Q1	$1.29M	Buy	+12,000	New	+$1.26M	0.87%	16

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

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

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

Kathryn A. Hall's VOE Position: Q2 2020 in Review

Kathryn A. Hall sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2020, closing a stake of 12,000 shares — an estimated $975K sold.

Kathryn A. Hall first reported a position in VOE in Q1 2019 and held it in 5 quarters. The position peaked at $1.43M in Q4 2019. 564 funds tracked by Wall St. Rank hold VOE as of Q2 2020.

Kathryn A. Hall reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Kathryn A. Hall sold 12,000 Vanguard Mid-Cap Value ETF shares in Q2 2020, an estimated $975K.
Kathryn A. Hall first reported a position in Vanguard Mid-Cap Value ETF in Q1 2019 and held it in 5 quarters.
Kathryn A. Hall's Vanguard Mid-Cap Value ETF position peaked at $1.43M in Q4 2019.
564 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2020.

Based on Kathryn A. Hall's 13F filing for Q2 2020, filed 14 Aug 2020.