KAH
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Kathryn A. Hall’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kathryn A. Hall’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30,069
Closed -$8.51M – 48
2024
Q3 		$8.51M Buy
30,069
+1,208
+4% +$329K 1.79% 10
2024
Q2 		$7.72M Hold
28,861
– – 1.78% 11
2024
Q1 		$7.5M Buy
28,861
+5,416
+23% +$1.34M 1.73% 12
2023
Q4 		$5.56M Buy
23,445
+349
+2% +$77.2K 1.57% 13
2023
Q3 		$4.91M Hold
23,096
– – 1.67% 16
2023
Q2 		$5.09M Hold
23,096
– – 1.66% 16
2023
Q1 		$4.71M Sell
23,096
-1,250
-5% -$250K 1.38% 19
2022
Q4 		$4.65M Sell
24,346
-2,212
-8% -$426K 1.91% 13
2022
Q3 		$4.77M Sell
26,558
-1,400
-5% -$279K 1.98% 12
2022
Q2 		$5.27M Hold
27,958
– – 1.92% 13
2022
Q1 		$6.37M Hold
27,958
– – 1.92% 12
2021
Q4 		$6.75M Buy
27,958
+22,886
+451% +$5.4M 1.56% 13
2021
Q3 		$1.13M Hold
5,072
– – 0.34% 39
2021
Q2 		$1.13M Hold
5,072
– – 0.36% 38
2021
Q1 		$1.05M Hold
5,072
– – 0.34% 37
2020
Q4 		$987K Sell
5,072
-64,998
-93% -$11.9M 0.34% 41
2020
Q3 		$11.9M Hold
70,070
– – 5.67% 6
2020
Q2 		$11M Hold
70,070
– – 6.31% 5
2020
Q1 		$9.03M Buy
70,070
+64,998
+1,282% +$10.1M 7.51% 4
2019
Q4 		$830K Buy
5,072
+1,994
+65% +$312K 0.51% 22
2019
Q3 		$465K Sell
3,078
-150
-5% -$22.6K 0.38% 31
2019
Q2 		$484K Buy
+3,228
New +$475K 0.39% 29

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Kathryn A. Hall sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 30,069 shares — an estimated $8.51M sold.

Kathryn A. Hall first reported a position in VTI in Q2 2019 and held it in 22 quarters. The position peaked at $11.9M in Q3 2020. 3,172 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Kathryn A. Hall reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Kathryn A. Hall sold 30,069 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $8.51M.
  • Kathryn A. Hall first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and held it in 22 quarters.
  • Kathryn A. Hall's Vanguard Morningstar Total Stock Market ETF position peaked at $11.9M in Q3 2020.
  • 3,172 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

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