Kurt Campbell

EXEC Former Deputy Secretary · Department of State

TBGVX × 2 VWSUX × 2 JOHIX × 2 SGOIX × 2 IBDR × 1 GSPKX × 1 view in graph

20trades · $952.5K est.

$15.1Mest. assets · Termination

Since nomination

Nominee 278 (11/07/2023) vs Termination

Divested

14 positions · $1M est.

Asset	Account	Owner	Value at nomination
iShares iBonds Dec 2023 Term Corporate ETF IBDO	Employment assets	Self	$100K – $250K
Vanguard Ultra Short-Term Tax-Exempt Fund Class Admiral VWSUX	Other assets	—	$100K – $250K
Fidelity Intermediate Municipal Income Fund FLTMX	Other assets	—	$100K – $250K
Thornburg Limited Term Municipal Fund Class I LTMIX	Other assets	—	$100K – $250K
Vanguard 500 Index Fund Admiral Shares	Employment assets	Self	$50K – $100K
Allspring Special Mid Cap Value Fund Class R6 Shares	Employment assets	Self	$50K – $100K
Invesco Developing Markets Fund Class Y ODVYX	Employment assets	Self	$15K – $50K
MFS International Diversification Fund Class R6 Shares	Employment assets	Self	$15K – $50K
Invesco Developing Markets Fund Class Y ODVYX	Spouse's assets	Spouse	$15K – $50K
iShares iBonds Dec 2023 Term Corporate ETF IBDO	Spouse's assets	Spouse	$15K – $50K
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares VCIT	Other assets	—	$15K – $50K
U.S. Brokerage #1 cash deposit accounts	Other assets	—	$1K – $15K
Goldman Sachs U.S. Equity Dividend & Premium Fund Institutional Class GSPKX	Spouse's assets	Spouse	Under $1K
Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional Class GSPKX	Other assets	—	Under $1K

Held at termination

96 positions · $14.5M est. · largest 20 shown

Asset	Account	Owner	At nomination	Latest value
SPDR S&P 500 ETF Trust SPY	Other assets	—	$1M – $5M	$1M – $5M
iShares Core S&P Small Cap ETF IJR	Other assets	—	$500K – $1M	$500K – $1M
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Employment assets	Self	$250K – $500K	$250K – $500K
CREF Stock	Employment assets	Self	$250K – $500K	$250K – $500K
T. Rowe Price Retirement I 2020 Fund - Class I	Employment assets	Self	$250K – $500K	$250K – $500K
iShares Core High Dividend ETF HDV	Other assets	—	$250K – $500K	$250K – $500K
Vanguard Mid-Cap Index Fund ETF Shares VO	Other assets	—	$250K – $500K	$250K – $500K
SPDR S&P Dividend ETF SDY	Other assets	—	$250K – $500K	$250K – $500K
Vanguard Consumer Staples Index ETF Shares VDC	Other assets	—	$250K – $500K	$250K – $500K
Vanguard Consumer Discretionary Index Fund ETF Shares VCR	Other assets	—	$250K – $500K	$250K – $500K
JPMorgan Ultra-Short Income ETF JPST	Other assets	—	$250K – $500K	$250K – $500K
Lord Abbett Ultra Short Bond Fund Class I LUBYX	Other assets	—	$250K – $500K	$250K – $500K
iShares Core Dividend Growth ETF DGRO	Other assets	—	$100K – $250K	$250K – $500K
U.S. bank #1 Cash account	Other assets	—	$500K – $1M	$100K – $250K
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares VCIT	Employment assets	Self	$100K – $250K	$100K – $250K
Lord Abbett Short Duration Income Fund Class I LLDYX	Employment assets	Self	$100K – $250K	$100K – $250K
JPMorgan Ultra-Short Income ETF JPST	Employment assets	Self	$100K – $250K	$100K – $250K
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Employment assets	Self	$100K – $250K	$100K – $250K
iShares iBonds Dec 2024 Term Corporate ETF IBDP	Employment assets	Self	$100K – $250K	$100K – $250K
iShares iBonds Dec 2025 Term Corporate ETF IBDQ	Employment assets	Self	$100K – $250K	$100K – $250K

New positions

9 positions · $605K est.

Asset	Account	Owner	Latest value
iShares iBonds Dec 2028 Term Corporate ETF IBDT	Employment assets	Self	$100K – $250K
iShares iBonds Dec 2029 Term Corporate ETF IBDU	Employment assets	Self	$50K – $100K
Large Cap U.S. Stock - Vanguard 500 Index Fund Admiral Shares	Employment assets	Self	$50K – $100K
Mid Cap U.S. Stock - Allspring Special Mid Cap Value Fund Class R6 Shares	Employment assets	Self	$50K – $100K
International Stock - MFS International Diversification Fund Class R6 Shares	Employment assets	Self	$50K – $100K
iShares iBonds Dec 2028 Term Corporate ETF IBDT	Spouse's assets	Spouse	$15K – $50K
iShares iBonds Dec 2029 Term Corporate ETF IBDU	Spouse's assets	Spouse	$15K – $50K
Cash Deposits	Other assets	—	$15K – $50K
JPMorgan Core Plus Bond ETF JCPB	Employment assets	Self	$15K – $50K

Show all positions

Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.

Stock trades

Asset	Type	Amount	Owner	Traded	Disclosed
TBGVX Tweedy, BrowneGlobal Value Fund	Sell	$50K – $100K	—	Sep 17, 2024	filing ↗
JOHIX JOHCM International Select Fund Class I Shares	Sell	$50K – $100K	—	Sep 16, 2024	filing ↗
GEMIX Goldman Sachs Emerging Markets Equity Fund Institutional Shares	Sell	$15K – $50K	—	Sep 16, 2024	filing ↗
SGOIX First Eagle Overseas Fund Class I Shares	Sell	$50K – $100K	—	Sep 16, 2024	filing ↗
SGOIX First Eagle Overseas Fund Class I Shares	Sell	$50K – $100K	—	Jun 24, 2024	filing ↗
TBGVX Tweedy, BrowneGlobal Value Fund	Sell	$50K – $100K	—	Jun 24, 2024	filing ↗
JOHIX JOHCM International Select Fund Class I Shares	Sell	$50K – $100K	—	Jun 24, 2024	filing ↗
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares	Sell	$15K – $50K	—	Apr 8, 2024	filing ↗
PFF iShares Preferred and Income Securities ETF	Sell	$15K – $50K	—	Apr 8, 2024	filing ↗
VWSUX Vanguard Short-Term Tax-Exempt Fund Admiral Shares	Sell	$50K – $100K	—	Apr 8, 2024	filing ↗
FLTMX Fidelity Intermediate Municipal Income Fund	Sell	$15K – $50K	—	Apr 8, 2024	filing ↗
VWSUX Vanguard Short-Term Tax-Exempt Fund Admiral Shares	Sell	$50K – $100K	—	Jan 2, 2024	filing ↗
GSPKX Goldman Sachs US Equity Dividend and Premium Fund Institutional Shares	Sell	$1K – $15K	—	Jan 2, 2024	filing ↗
IBDT iShares iBonds Dec 2028 Term Corporate ETF	Buy	$50K – $100K	—	Jan 2, 2024	filing ↗
IBDU iShares iBonds Dec 2029 Term Corporate ETF	Buy	$50K – $100K	—	Jan 2, 2024	filing ↗
JCPB JPMorgan Core Plus Bond ETF	Buy	$15K – $50K	—	Jan 2, 2024	filing ↗
IBDP iShares iBonds Dec 2024 Term Corporate ETF	Buy	$1K – $15K	—	Jan 2, 2024	filing ↗
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	Buy	$1K – $15K	—	Jan 2, 2024	filing ↗
IBDR iShares iBonds Dec 2026 Term Corporate ETF	Buy	$1K – $15K	—	Jan 2, 2024	filing ↗
IBDS iShares iBonds Dec 2027 Term Corporate ETF	Buy	$1K – $15K	—	Jan 2, 2024	filing ↗

Asset holdings

Termination · filed —

All positions

120 positions

Asset	Owner	Value	Income
IRA #1	Self	—	—
iShares Preferred and Income Securities ETF PFF	Self	$15K – $50K	—
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares VCIT	Self	$100K – $250K	—
Lord Abbett Short Duration Income Fund Class I LLDYX	Self	$100K – $250K	—
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Self	$250K – $500K	—
Vanguard Real Estate Index Fund ETF Shares VNQ	Self	$15K – $50K	—
JPMorgan Ultra-Short Income ETF JPST	Self	$100K – $250K	—
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Self	$100K – $250K	—
U.S. Brokerage #1 Bank Deposit Account	Self	$15K – $50K	—
Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares VCSH	Self	$50K – $100K	—
Lord Abbett Ultra Short Bond Fund Class I Shares LUBYX	Self	$50K – $100K	—
Akre Focus Fund Institutional Class Shares AKRIX	Self	$15K – $50K	—
First Eagle Overseas Fund Class I SGOIX	Self	$15K – $50K	—
Goldman Sachs International Small Cap Insights Fund Institutional Class GICIX	Self	$15K – $50K	—
JOHCM International Select Fund Institutional Shares JOHIX	Self	$15K – $50K	—
Tweedy, Brown International Value Fund TBGVX	Self	$15K – $50K	—
Undiscovered Managers Behavioral Value Fund Class L UBVLX	Self	$50K – $100K	—
T. Rowe Price International Discovery Fund I Class TIDDX	Self	$15K – $50K	—
iShares iBonds Dec 2024 Term Corporate ETF IBDP	Self	$100K – $250K	—
iShares iBonds Dec 2025 Term Corporate ETF IBDQ	Self	$100K – $250K	—
iShares iBonds Dec 2026 Term Corporate ETF IBDR	Self	$100K – $250K	—
Vanguard Mid-Cap Value Index Fund ETF Class Shares VOE	Self	$50K – $100K	—
iShares iBonds Dec 2027 Term Corporate ETF IBDS	Self	$100K – $250K	—
iShares iBonds Dec 2028 Term Corporate ETF IBDT	Self	$100K – $250K	—
iShares iBonds Dec 2029 Term Corporate ETF IBDU	Self	$50K – $100K	—
JPMorgan Core Plus Bond ETF JCPB	Self	$15K – $50K	—
Center for a New American Security 403(b) plan	Self	—	—
Large Cap U.S. Stock - Vanguard 500 Index Fund Admiral Shares	Self	$50K – $100K	—
Mid Cap U.S. Stock - Allspring Special Mid Cap Value Fund Class R6 Shares	Self	$50K – $100K	—
International Stock - MFS International Diversification Fund Class R6 Shares	Self	$50K – $100K	—
Center for Strategic International Studies and Harvard University, 403(b) plans	Self	—	—
TIAA Traditional Annuity	Self	$100K – $250K	—
CREF Stock	Self	$250K – $500K	—
TIAA Real Estate	Self	$15K – $50K	—
CREF Core Bond	Self	$15K – $50K	—
CREF Money Market Account	Self	$15K – $50K	—
The Asia Group LLC, 401(k) Plan	Self	—	—
T. Rowe Price Retirement I 2020 Fund - Class I	Self	$250K – $500K	—
Massachusetts Institute of Technology, 401(k) Plan	Spouse	—	—
Vanguard Russell 3000 Index Fund Institutional Shares VRTTX	Spouse	$100K – $250K	—
IRA #1	Spouse	—	—
Fidelity Capital & Income Fund FAGIX	Spouse	$15K – $50K	—
Fidelity Asset Manager 50% FASMX	Spouse	$15K – $50K	—
Fidelity Puritan Fund FPURX	Spouse	$15K – $50K	—
National Bureau of Economic Research, 401(a)	Spouse	—	—
Vanguard 500 Index Fund Investor Shares VFINX	Spouse	$15K – $50K	—
Vanguard International Value Fund Investor Shares VTRIX	Spouse	$1K – $15K	—
The Brookings Institution TIAA	Spouse	—	—
TIAA Traditional	Spouse	$15K – $50K	—
CREF Stock	Spouse	$100K – $250K	—
CREF Bond Market	Spouse	$15K – $50K	—
TIAA Real Estate	Spouse	$15K – $50K	—
CREF Growth	Spouse	$15K – $50K	—
CREF Equity Index	Spouse	$100K – $250K	—
CREF Global Equities	Spouse	$15K – $50K	—
CREF Money Market Account	Spouse	$100K – $250K	—
IRA #2	Spouse	—	—
Franklin Templeton Mutual Beacon Fund - Class Z	Spouse	$15K – $50K	—
IRA #3	Spouse	—	—
Vanguard Dividend Growth Investor Shares VDIGX	Spouse	$100K – $250K	—
Akre Focus Fund Institutional Class AKRIX	Spouse	$50K – $100K	—
First Eagle Overseas Fund Class I SGOIX	Spouse	$15K – $50K	—
iShares Core S&P Small-Cap ETF IJR	Spouse	$15K – $50K	—
iShares Preferred and Income Securities PFF	Spouse	$15K – $50K	—
JPMorgan Ultra-Short Income ETF JPST	Spouse	$1K – $15K	—
JOHCM International Select Fund Institutional Shares JOHIX	Spouse	$15K – $50K	—
Lord Abbett Short Duration Income Fund Class I Shares LLDYX	Spouse	$15K – $50K	—
Lord Abbett Ultra Short Bond Fund Class I LUBYX	Spouse	$1K – $15K	—
Tweedy, Browne International Value Fund TBGVX	Spouse	$15K – $50K	—
Undiscoverable Managers Behavioral Value Fund Class L UBVLX	Spouse	$15K – $50K	—
Vanguard Short-Term Bond Index Fund ETF Shares BSV	Spouse	$50K – $100K	—
Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH	Spouse	$1K – $15K	—
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares VCIT	Spouse	$15K – $50K	—
Vanguard Real Estate Index Fund ETF Shares VNQ	Spouse	$15K – $50K	—
Vanguard Intermediate-Term Bond Index Fund ETF Shares BIV	Spouse	$15K – $50K	—
U.S. Brokerage #1 Cash Deposit Accounts	Spouse	$1K – $15K	—
iShares Core Dividend Growth ETF DGRO	Spouse	$100K – $250K	—
iShares Core High Dividend ETF HDV	Spouse	$15K – $50K	—
iShares iBonds Dec 2024 Term Corporate ETF IBDP	Spouse	$15K – $50K	—
iShares iBonds Dec 2025 Term Corporate ETF IBDQ	Spouse	$15K – $50K	—
iShares iBonds Dec 2026 Term Corporate ETF IBDR	Spouse	$15K – $50K	—
SPDR S&P Dividend ETF SDY	Spouse	$15K – $50K	—
Vanguard Mid-Cap Value Index Fund ETF Class Shares VOE	Spouse	$15K – $50K	—
iShares iBonds Dec 2027 Term Corporate ETF IBDS	Spouse	$15K – $50K	—
iShares iBonds Dec 2028 Term Corporate ETF IBDT	Spouse	$15K – $50K	—
iShares iBonds Dec 2029 Term Corporate ETF IBDU	Spouse	$15K – $50K	—
Massachusetts Institute of Technology, defined benefit plan (value not readily ascertainable): eligible for $939.97 per month at age 65	Spouse	—	—
U.S. bank #1 Cash account	—	$100K – $250K	Interest
U.S. bank #2 Cash account	—	$15K – $50K	Interest
DC College Savings Plan	—	—	—
2025 Portfolio	—	$100K – $250K	—
U.S. brokerage account #1	—	—	—
iShares Core High Dividend ETF HDV	—	$250K – $500K	$5K – $15K
iShares Core S&P Small Cap ETF IJR	—	$500K – $1M	$5K – $15K
iShares Core Dividend Growth ETF DGRO	—	$250K – $500K	$2.5K – $5K
iShares MSCI USA Min Vol Factor ETF USMV	—	$50K – $100K	$1K – $2.5K
Vanguard Mid-Cap Index Fund ETF Shares VO	—	$250K – $500K	$2.5K – $5K
SPDR S&P 500 ETF Trust SPY	—	$1M – $5M	$15K – $50K
SPDR S&P Dividend ETF SDY	—	$250K – $500K	$5K – $15K
Goldman Sachs International Small Cap Insights Fund Institutional Class GICIX	—	$1K – $15K	—
Vanguard Consumer Staples Index ETF Shares VDC	—	$250K – $500K	$5K – $15K
Vanguard Real Estate Index Fund ETF Shares VNQ	—	$100K – $250K	$2.5K – $5K
Vanguard Consumer Discretionary Index Fund ETF Shares VCR	—	$250K – $500K	$2.5K – $5K
Goldman Sachs Emerging Markets Equity Fund Institutional Class GEMIX	—	$100K – $250K	$1K – $2.5K
Vanguard Mid-Cap Value Index Fund ETF Shares VOE	—	$50K – $100K	$1K – $2.5K
Akre Focus Fund Institutional Class AKRIX	—	$100K – $250K	$5K – $15K
First Eagle Overseas Fund Class I SGOIX	—	$100K – $250K	$5K – $15K
iShares Preferred and Income Securities ETF PFF	—	$100K – $250K	$5K – $15K
JPMorgan Ultra-Short Income ETF JPST	—	$250K – $500K	$5K – $15K
JOHCM International Select Fund Institutional Shares JOHIX	—	$100K – $250K	$2.5K – $5K
Lord Abbett Ultra Short Bond Fund Class I LUBYX	—	$250K – $500K	$5K – $15K
Tweedy Brown International Value Fund TBGVX	—	$100K – $250K	$5K – $15K
Vanguard Short-Term Bond Index Fund ETF Shares BSV	—	$50K – $100K	$1K – $2.5K
Vanguard Short-Term Corporate Bond Index Fund ETF Shares VCSH	—	$50K – $100K	$1K – $2.5K
Vanguard Growth Index Fund ETF Class Shares VUG	—	$100K – $250K	$201 – $1K
Cash Deposits	—	$15K – $50K	Interest · $201 – $1K
U.S. brokerage account #2	—	—	—
American Funds Fundamental Investors Class A Shares ANCFX	—	$15K – $50K	$201 – $1K
DC College Savings Plan	—	—	—
In-College Portfolio	—	$50K – $100K	—

Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.