Kathryn A. Hall’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-22,100	Closed	-$5.82M	–	49
2024 Q3	$5.82M	Hold	22,100	–	–	1.22%	15
2024 Q2	$5.52M	Hold	22,100	–	–	1.28%	14
2024 Q1	$5.3M	Hold	22,100	–	–	1.22%	15
2023 Q4	$4.82M	Hold	22,100	–	–	1.36%	15
2023 Q3	$4.32M	Hold	22,100	–	–	1.47%	19
2023 Q2	$4.48M	Hold	22,100	–	–	1.46%	18
2023 Q1	$4.13M	Hold	22,100	–	–	1.21%	21
2022 Q4	$3.85M	Hold	22,100	–	–	1.58%	14
2022 Q3	$3.62M	Hold	22,100	–	–	1.5%	15
2022 Q2	$3.81M	Hold	22,100	–	–	1.39%	15
2022 Q1	$4.61M	Hold	22,100	–	–	1.39%	15
2021 Q4	$4.88M	Hold	22,100	–	–	1.13%	15
2021 Q3	$4.44M	Hold	22,100	–	–	1.34%	14
2021 Q2	$4.44M	Hold	22,100	–	–	1.41%	14
2021 Q1	$4.09M	Hold	22,100	–	–	1.34%	15
2020 Q4	$3.88M	Hold	22,100	–	–	1.35%	17
2020 Q3	$3.46M	Hold	22,100	–	–	1.64%	11
2020 Q2	$3.16M	Hold	22,100	–	–	1.82%	10
2020 Q1	$2.62M	Hold	22,100	–	–	2.18%	11
2019 Q4	$3.27M	Hold	22,100	–	–	2.02%	8
2019 Q3	$3.01M	Hold	22,100	–	–	2.45%	8
2019 Q2	$2.98M	Hold	22,100	–	–	2.38%	8
2019 Q1	$2.87M	Buy	+22,100	New	+$2.76M	1.93%	8

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Kathryn A. Hall sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2024, closing a stake of 22,100 shares — an estimated $5.82M sold.

Kathryn A. Hall first reported a position in VV in Q1 2019 and held it in 23 quarters. The position peaked at $5.82M in Q3 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q4 2024.

Kathryn A. Hall reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 22,100 Vanguard Morningstar Large-Cap ETF shares in Q4 2024, an estimated $5.82M.
Kathryn A. Hall first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and held it in 23 quarters.
Kathryn A. Hall's Vanguard Morningstar Large-Cap ETF position peaked at $5.82M in Q3 2024.
1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

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