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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$168	Sell	2 -22	-92%	-$2K	﹤0.01%	1173
2024 Q4	$2.24K	Hold	24	–	–	﹤0.01%	1056
2024 Q3	$2.22K	Hold	24	–	–	﹤0.01%	1028
2024 Q2	$2.01K	Hold	24	–	–	﹤0.01%	1097
2024 Q1	$2.12K	Hold	24	–	–	﹤0.01%	1046
2023 Q4	$2.12K	Hold	24	–	–	﹤0.01%	1016
2023 Q3	$1.85K	Sell	24 -16	-40%	-$1.32K	﹤0.01%	1036
2023 Q2	$3.29K	Buy	40 +16	+67%	+$1.26K	﹤0.01%	1015
2023 Q1	$1.94K	Hold	24	–	–	﹤0.01%	1026
2022 Q4	$1.89K	Hold	24	–	–	﹤0.01%	1026
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	1061
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	1062
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	1072
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	1154
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	1079
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	1090
2021 Q1	$2K	Buy	24 +2	+9%	+$164	﹤0.01%	954
2020 Q4	$2K	Buy	+22	New	+$1.39K	﹤0.01%	899

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

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

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

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

ODIJL

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

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

Sandy Spring Bank reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 92% in Q1 2025, selling an estimated $2K and leaving 2 shares worth $168. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Sandy Spring Bank first reported a position in VIOV in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.29K in Q2 2023. 179 funds tracked by Wall St. Rank hold VIOV as of Q1 2025.

Sandy Spring Bank held 2 shares of Vanguard S&P Small-Cap 600 Value ETF worth $168 as of Q1 2025.
Sandy Spring Bank sold 22 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $2K.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1173 holding.
Sandy Spring Bank first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 18 quarters since.
Sandy Spring Bank's Vanguard S&P Small-Cap 600 Value ETF position peaked at $3.29K in Q2 2023.
179 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2025.

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