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Hancock Whitney’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Hancock Whitney’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,230
Closed -$216K – 679
2022
Q1 		$216K Hold
1,230
– – 0.01% 655
2021
Q4 		$220K Buy
+1,230
New +$219K 0.01% 651

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hancock Whitney's VBR Position: Q2 2022 in Review

Hancock Whitney sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2022, closing a stake of 1,230 shares — an estimated $216K sold.

Hancock Whitney first reported a position in VBR in Q4 2021 and held it in 2 quarters. The position peaked at $220K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold VBR as of Q2 2022.

  • Hancock Whitney reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Hancock Whitney sold 1,230 Vanguard Small-Cap Value ETF shares in Q2 2022, an estimated $216K.
  • Hancock Whitney first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and held it in 2 quarters.
  • Hancock Whitney's Vanguard Small-Cap Value ETF position peaked at $220K in Q4 2021.
  • 1,136 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2022.

Based on Hancock Whitney's 13F filing for Q2 2022, filed 8 Aug 2022.