H6H
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Hightower 6M Holding’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hightower 6M Holding’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.48M Sell
8,671
-301
-3% -$56.8K 0.13% 90
2022
Q2 		$1.58M Sell
8,972
-242
-3% -$46.7K 0.13% 83
2022
Q1 		$1.96M Buy
+9,214
New +$1.94M 0.15% 85

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hightower 6M Holding's VB Position: Q3 2022 in Review

Hightower 6M Holding reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.4% in Q3 2022, selling an estimated $56.8K and leaving 8,671 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #90.

Hightower 6M Holding first reported a position in VB in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.96M in Q1 2022. 1,532 funds tracked by Wall St. Rank hold VB as of Q3 2022.

  • Hightower 6M Holding held 8,671 shares of Vanguard Morningstar Small-Cap ETF worth $1.48M as of Q3 2022.
  • Hightower 6M Holding sold 301 Vanguard Morningstar Small-Cap ETF shares in Q3 2022, an estimated $56.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Hightower 6M Holding's portfolio in Q3 2022, its #90 holding.
  • Hightower 6M Holding first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's Vanguard Morningstar Small-Cap ETF position peaked at $1.96M in Q1 2022.
  • 1,532 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.