Sandy Spring Bank’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$31.7K	Hold	360	–	–	﹤0.01%	658
2024 Q4	$33.4K	Hold	360	–	–	﹤0.01%	664
2024 Q3	$34.9K	Hold	360	–	–	﹤0.01%	659
2024 Q2	$31.2K	Hold	360	–	–	﹤0.01%	675
2024 Q1	$32.4K	Hold	360	–	–	﹤0.01%	668
2023 Q4	$30.6K	Hold	360	–	–	﹤0.01%	645
2023 Q3	$27.3K	Hold	360	–	–	﹤0.01%	655
2023 Q2	$28.7K	Hold	360	–	–	﹤0.01%	650
2023 Q1	$26.6K	Hold	360	–	–	﹤0.01%	653
2022 Q4	$23.4K	Buy	+360	New	+$23.3K	﹤0.01%	667
2017 Q4	–	Sell	-803	Closed	-$32K	–	869
2017 Q3	$32K	Hold	803	–	–	﹤0.01%	502
2017 Q2	$32K	Hold	803	–	–	﹤0.01%	513
2017 Q1	$30K	Hold	803	–	–	﹤0.01%	528
2016 Q4	$28K	Hold	803	–	–	﹤0.01%	528
2016 Q3	$27K	Hold	803	–	–	﹤0.01%	521
2016 Q2	$26K	Hold	803	–	–	﹤0.01%	532
2016 Q1	$25K	Hold	803	–	–	﹤0.01%	548
2015 Q4	$23K	Hold	803	–	–	﹤0.01%	540
2015 Q3	$22K	Hold	803	–	–	﹤0.01%	555
2015 Q2	$25K	Hold	803	–	–	﹤0.01%	560
2015 Q1	$24K	Hold	803	–	–	﹤0.01%	561
2014 Q4	$25K	Buy	+803	New	+$25.1K	﹤0.01%	504

Other funds holding MOAT

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Sandy Spring Bank held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2025 at 360 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Sandy Spring Bank first reported a position in MOAT in Q4 2014 and has held it in 22 quarters since. The position peaked at $34.9K in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Sandy Spring Bank held 360 shares of VanEck Morningstar Wide Moat ETF worth $31.7K as of Q1 2025.
Sandy Spring Bank left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2025.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #658 holding.
Sandy Spring Bank first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2014 and has held it in 22 quarters since.
Sandy Spring Bank's VanEck Morningstar Wide Moat ETF position peaked at $34.9K in Q3 2024.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

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