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Hancock Whitney Investment Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hancock Whitney Investment Services’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1.37M Sell
9,579
-195
-2% -$29.7K 0.88% 37
2022
Q1 		$1.58M Sell
9,774
-1,189
-11% -$192K 0.91% 35
2021
Q4 		$1.89M Buy
+10,963
New +$1.81M 0.33% 57

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hancock Whitney Investment Services's VIG Position: Q2 2022 in Review

Hancock Whitney Investment Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q2 2022, selling an estimated $29.7K and leaving 9,579 shares worth $1.37M. The position accounts for 0.88% of the portfolio, ranked #37.

Hancock Whitney Investment Services first reported a position in VIG in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.89M in Q4 2021. 1,686 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

  • Hancock Whitney Investment Services held 9,579 shares of Vanguard Dividend Appreciation ETF worth $1.37M as of Q2 2022.
  • Hancock Whitney Investment Services sold 195 Vanguard Dividend Appreciation ETF shares in Q2 2022, an estimated $29.7K.
  • Vanguard Dividend Appreciation ETF made up 0.88% of Hancock Whitney Investment Services's portfolio in Q2 2022, its #37 holding.
  • Hancock Whitney Investment Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 3 quarters since.
  • Hancock Whitney Investment Services's Vanguard Dividend Appreciation ETF position peaked at $1.89M in Q4 2021.
  • 1,686 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q2 2022, filed 9 Aug 2022.