Sandy Spring Bank’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sandy Spring Bank’s Portfolio EDV Stock Details EDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$10K	Buy	141 +116	+464%	+$8.02K	﹤0.01%	836
2024 Q4	$1.69K	Sell	25 -125	-83%	-$9.12K	﹤0.01%	1079
2024 Q3	$12K	Buy	+150	New	+$11.7K	﹤0.01%	831
2023 Q2	–	Sell	-75	Closed	-$6.79K	–	1238
2023 Q1	$6.79K	Buy	75 +23	+44%	+$2.04K	﹤0.01%	889
2022 Q4	$4.31K	Sell	52 -148	-74%	-$12.5K	﹤0.01%	945
2022 Q3	$17K	Buy	+200	New	+$19.5K	﹤0.01%	703

Other funds holding EDV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Sandy Spring Bank's EDV Position: Q1 2025 in Review

Sandy Spring Bank increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 464% in Q1 2025, buying an estimated $8.02K and bringing the position to 141 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Sandy Spring Bank first reported a position in EDV in Q3 2022 and has held it in 6 quarters since. The position peaked at $17K in Q3 2022. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

Sandy Spring Bank held 141 shares of Vanguard World Funds Extended Duration ETF worth $10K as of Q1 2025.
Sandy Spring Bank bought 116 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $8.02K.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #836 holding.
Sandy Spring Bank first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2022 and has held it in 6 quarters since.
Sandy Spring Bank's Vanguard World Funds Extended Duration ETF position peaked at $17K in Q3 2022.
194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.