H6H
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Hightower 6M Holding’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Hightower 6M Holding’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.95M Sell
41,416
-1,452
-3% -$75.9K 0.18% 75
2022
Q2 		$2.11M Sell
42,868
-1,168
-3% -$63.1K 0.18% 70
2022
Q1 		$2.62M Buy
+44,036
New +$2.58M 0.2% 73

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Hightower 6M Holding reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.4% in Q3 2022, selling an estimated $75.9K and leaving 41,416 shares worth $1.95M. The position accounts for 0.18% of the portfolio, ranked #75.

Hightower 6M Holding first reported a position in VO in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.62M in Q1 2022. 1,499 funds tracked by Wall St. Rank hold VO as of Q3 2022.

  • Hightower 6M Holding held 41,416 shares of Vanguard Morningstar Mid-Cap ETF worth $1.95M as of Q3 2022.
  • Hightower 6M Holding sold 1,452 Vanguard Morningstar Mid-Cap ETF shares in Q3 2022, an estimated $75.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.18% of Hightower 6M Holding's portfolio in Q3 2022, its #75 holding.
  • Hightower 6M Holding first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's Vanguard Morningstar Mid-Cap ETF position peaked at $2.62M in Q1 2022.
  • 1,499 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2022.

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