Sandy Spring Bank’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-122	Closed	-$11.2K	–	1276
2023 Q2	$11.2K	Hold	122	–	–	﹤0.01%	816
2023 Q1	$10.8K	Hold	122	–	–	﹤0.01%	812
2022 Q4	$10.6K	Hold	122	–	–	﹤0.01%	813
2022 Q3	$10K	Hold	122	–	–	﹤0.01%	815
2022 Q2	$10K	Hold	122	–	–	﹤0.01%	844
2022 Q1	$12K	Sell	122 -150	-55%	-$14.8K	﹤0.01%	827
2021 Q4	$29K	Sell	272 -10	-4%	-$1.05K	﹤0.01%	689
2021 Q3	$28K	Hold	282	–	–	﹤0.01%	694
2021 Q2	$30K	Hold	282	–	–	﹤0.01%	693
2021 Q1	$28K	Sell	282 -40	-12%	-$3.83K	﹤0.01%	616
2020 Q4	$27K	Sell	322 -50	-13%	-$3.78K	﹤0.01%	595
2020 Q3	$24K	Hold	372	–	–	﹤0.01%	580
2020 Q2	$24K	Buy	372 +122	+49%	+$7.04K	﹤0.01%	581
2020 Q1	$13K	Hold	250	–	–	﹤0.01%	639
2019 Q4	$19K	Hold	250	–	–	﹤0.01%	627
2019 Q3	$18K	Hold	250	–	–	﹤0.01%	643
2019 Q2	$18K	Hold	250	–	–	﹤0.01%	630
2019 Q1	$18K	Hold	250	–	–	﹤0.01%	602
2018 Q4	$16K	Hold	250	–	–	﹤0.01%	610
2018 Q3	$20K	Buy	+250	New	+$20K	﹤0.01%	595

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

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

Sandy Spring Bank's VIOO Position: Q3 2023 in Review

Sandy Spring Bank sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2023, closing a stake of 122 shares — an estimated $11.2K sold.

Sandy Spring Bank first reported a position in VIOO in Q3 2018 and held it in 20 quarters. The position peaked at $30K in Q2 2021. 255 funds tracked by Wall St. Rank hold VIOO as of Q3 2023.

Sandy Spring Bank reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2023 after selling out during the quarter.
Sandy Spring Bank sold 122 Vanguard S&P Small-Cap 600 ETF shares in Q3 2023, an estimated $11.2K.
Sandy Spring Bank first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2018 and held it in 20 quarters.
Sandy Spring Bank's Vanguard S&P Small-Cap 600 ETF position peaked at $30K in Q2 2021.
255 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.