SSB
VDE icon

Sandy Spring Bank’s Vanguard Energy ETF VDE Stock Holding History

Sandy Spring Bank’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$809K Buy
6,236
+50
+0.8% +$6.31K 0.03% 245
2024
Q4 		$750K Buy
6,186
+97
+2% +$12.4K 0.03% 252
2024
Q3 		$746K Buy
6,089
+1,125
+23% +$141K 0.03% 253
2024
Q2 		$633K Buy
4,964
+840
+20% +$109K 0.03% 268
2024
Q1 		$543K Buy
4,124
+27
+0.7% +$3.24K 0.02% 274
2023
Q4 		$481K Buy
4,097
+59
+1% +$7.07K 0.02% 279
2023
Q3 		$512K Buy
4,038
+32
+0.8% +$3.92K 0.03% 261
2023
Q2 		$452K Hold
4,006
– – 0.02% 266
2023
Q1 		$458K Buy
4,006
+16
+0.4% +$1.9K 0.03% 262
2022
Q4 		$484K Buy
3,990
+95
+2% +$11.6K 0.03% 256
2022
Q3 		$396K Hold
3,895
– – 0.03% 261
2022
Q2 		$387K Buy
3,895
+33
+0.9% +$3.69K 0.02% 260
2022
Q1 		$413K Buy
3,862
+26
+0.7% +$2.5K 0.02% 266
2021
Q4 		$298K Buy
3,836
+1,553
+68% +$124K 0.01% 307
2021
Q3 		$169K Hold
2,283
– – 0.01% 351
2021
Q2 		$173K Buy
2,283
+41
+2% +$2.97K 0.01% 352
2021
Q1 		$152K Buy
2,242
+866
+63% +$55.4K 0.01% 348
2020
Q4 		$71K Buy
1,376
+719
+109% +$33.6K ﹤0.01% 439
2020
Q3 		$26K Buy
657
+2
+0.3% +$95 ﹤0.01% 562
2020
Q2 		$33K Buy
+655
New +$32.3K ﹤0.01% 523
2019
Q3 		– Sell
-384
Closed -$33K – 875
2019
Q2 		$33K Hold
384
– – ﹤0.01% 525
2019
Q1 		$34K Sell
384
-600
-61% -$52.1K ﹤0.01% 500
2018
Q4 		$76K Buy
984
+600
+156% +$54.9K 0.01% 395
2018
Q3 		$40K Hold
384
– – ﹤0.01% 493
2018
Q2 		$40K Hold
384
– – ﹤0.01% 491
2018
Q1 		$35K Buy
+384
New +$37.2K ﹤0.01% 520
2016
Q4 		– Sell
-100
Closed -$10K – 885
2016
Q3 		$10K Hold
100
– – ﹤0.01% 652
2016
Q2 		$10K Hold
100
– – ﹤0.01% 666
2016
Q1 		$9K Buy
+100
New +$8.01K ﹤0.01% 697

Other funds holding VDE

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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Sandy Spring Bank increased its Vanguard Energy ETF (VDE) stake by 0.81% in Q1 2025, buying an estimated $6.31K and bringing the position to 6,236 shares worth $809K. The position accounts for 0.03% of the portfolio, ranked #245.

Sandy Spring Bank first reported a position in VDE in Q1 2016 and has held it in 29 quarters since. 694 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

  • Sandy Spring Bank held 6,236 shares of Vanguard Energy ETF worth $809K as of Q1 2025.
  • Sandy Spring Bank bought 50 Vanguard Energy ETF shares in Q1 2025, an estimated $6.31K.
  • Vanguard Energy ETF made up 0.03% of Sandy Spring Bank's portfolio in Q1 2025, its #245 holding.
  • Sandy Spring Bank first reported a position in Vanguard Energy ETF in Q1 2016 and has held it in 29 quarters since.
  • 694 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

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