Sandy Spring Bank’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$519	Buy	+9	New	+$507	﹤0.01%	1126
2024 Q3	–	Sell	-545	Closed	-$31.4K	–	1317
2024 Q2	$31.4K	Sell	545 -249	-31%	-$14.2K	﹤0.01%	674
2024 Q1	$47K	Buy	794 +278	+54%	+$16.4K	﹤0.01%	594
2023 Q4	$31.8K	Sell	516 -50	-9%	-$2.83K	﹤0.01%	640
2023 Q3	$31.4K	Buy	+566	New	+$33.8K	﹤0.01%	628
2022 Q4	–	Sell	-236	Closed	-$15K	–	1218
2022 Q3	$15K	Hold	236	–	–	﹤0.01%	729
2022 Q2	$17K	Buy	+236	New	+$17K	﹤0.01%	729

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

CCWM

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Sandy Spring Bank opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q1 2025: 9 shares worth $519. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in VGLT as recently as Q2 2024.

Sandy Spring Bank first reported a position in VGLT in Q2 2022 and has held it in 7 quarters since. The position peaked at $47K in Q1 2024. 405 funds tracked by Wall St. Rank hold VGLT as of Q1 2025.

Sandy Spring Bank held 9 shares of Vanguard Long-Term Treasury ETF worth $519 as of Q1 2025.
Vanguard Long-Term Treasury ETF was a new Sandy Spring Bank position in Q1 2025.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1126 holding.
Sandy Spring Bank first reported a position in Vanguard Long-Term Treasury ETF in Q2 2022 and has held it in 7 quarters since.
Sandy Spring Bank's Vanguard Long-Term Treasury ETF position peaked at $47K in Q1 2024.
405 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2025.

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