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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,298	Closed	-$2.51M	–	45
2024 Q3	$2.51M	Hold	10,298	–	–	0.53%	24
2024 Q2	$2.36M	Hold	10,298	–	–	0.55%	23
2024 Q1	$2.43M	Hold	10,298	–	–	0.56%	25
2023 Q4	$2.26M	Hold	10,298	–	–	0.64%	24
2023 Q3	$2.01M	Hold	10,298	–	–	0.68%	27
2023 Q2	$2.12M	Hold	10,298	–	–	0.69%	25
2023 Q1	$2.01M	Hold	10,298	–	–	0.59%	34
2022 Q4	$1.85M	Hold	10,298	–	–	0.76%	28
2022 Q3	$1.76M	Hold	10,298	–	–	0.73%	29
2022 Q2	$1.81M	Hold	10,298	–	–	0.66%	28
2022 Q1	$2.29M	Hold	10,298	–	–	0.69%	30
2021 Q4	$2.62M	Hold	10,298	–	–	0.6%	26
2021 Q3	$2.43M	Hold	10,298	–	–	0.73%	25
2021 Q2	$2.43M	Hold	10,298	–	–	0.77%	25
2021 Q1	$2.21M	Hold	10,298	–	–	0.73%	25
2020 Q4	$2.18M	Hold	10,298	–	–	0.76%	25
2020 Q3	$1.85M	Hold	10,298	–	–	0.88%	19
2020 Q2	$1.7M	Hold	10,298	–	–	0.98%	18
2020 Q1	$1.3M	Hold	10,298	–	–	1.09%	17
2019 Q4	$1.64M	Hold	10,298	–	–	1.01%	15
2019 Q3	$1.52M	Hold	10,298	–	–	1.24%	15
2019 Q2	$1.54M	Hold	10,298	–	–	1.23%	13
2019 Q1	$1.47M	Buy	+10,298	New	+$1.39M	0.99%	13

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kathryn A. Hall sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 10,298 shares — an estimated $2.51M sold.

Kathryn A. Hall first reported a position in VOT in Q1 2019 and held it in 23 quarters. The position peaked at $2.62M in Q4 2021. 979 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

Kathryn A. Hall reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 10,298 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $2.51M.
Kathryn A. Hall first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and held it in 23 quarters.
Kathryn A. Hall's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.62M in Q4 2021.
979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

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