Sandy Spring Bank’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$25.3K	Hold	410	–	–	﹤0.01%	691
2024 Q4	$28.2K	Hold	410	–	–	﹤0.01%	687
2024 Q3	$26.4K	Sell	410 -375	-48%	-$23.4K	﹤0.01%	710
2024 Q2	$49.3K	Sell	785 -4,090	-84%	-$239K	﹤0.01%	592
2024 Q1	$279K	Buy	4,875 +3,100	+175%	+$171K	0.01%	335
2023 Q4	$92.1K	Hold	1,775	–	–	﹤0.01%	456
2023 Q3	$80.5K	Sell	1,775 -4,350	-71%	-$205K	﹤0.01%	460
2023 Q2	$288K	Buy	6,125 +40	+0.7%	+$1.72K	0.02%	312
2023 Q1	$249K	Buy	6,085 +4,080	+203%	+$155K	0.01%	320
2022 Q4	$69K	Buy	+2,005	New	+$71.8K	﹤0.01%	475
2020 Q3	–	Sell	-1,460	Closed	-$48K	–	970
2020 Q2	$48K	Buy	1,460 +50	+4%	+$1.49K	﹤0.01%	463
2020 Q1	$36K	Buy	1,410 +515	+58%	+$14.9K	﹤0.01%	487
2019 Q4	$26K	Buy	895 +5	+0.6%	+$138	﹤0.01%	571
2019 Q3	$24K	Hold	890	–	–	﹤0.01%	591
2019 Q2	$23K	Buy	+890	New	+$22.7K	﹤0.01%	586

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sandy Spring Bank held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2025 at 410 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Sandy Spring Bank first reported a position in MGK in Q2 2019 and has held it in 15 quarters since. The position peaked at $288K in Q2 2023. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

Sandy Spring Bank held 410 shares of Vanguard Morningstar Mega Cap Growth ETF worth $25.3K as of Q1 2025.
Sandy Spring Bank left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2025.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #691 holding.
Sandy Spring Bank first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2019 and has held it in 15 quarters since.
Sandy Spring Bank's Vanguard Morningstar Mega Cap Growth ETF position peaked at $288K in Q2 2023.
815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

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