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Sandy Spring Bank’s Vanguard Industrials ETF VIS Stock Holding History

Sandy Spring Bank’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$57.4K Buy
232
+3
+1% +$776 ﹤0.01% 548
2024
Q4 		$58.3K Sell
229
-104
-31% -$27.7K ﹤0.01% 549
2024
Q3 		$86.6K Buy
333
+1
+0.3% +$245 ﹤0.01% 487
2024
Q2 		$78.2K Sell
332
-111
-25% -$26.4K ﹤0.01% 500
2024
Q1 		$108K Sell
443
-56
-11% -$12.7K ﹤0.01% 449
2023
Q4 		$110K Buy
499
+28
+6% +$5.64K 0.01% 435
2023
Q3 		$91.9K Sell
471
-236
-33% -$48.4K 0.01% 447
2023
Q2 		$145K Buy
707
+171
+32% +$32.7K 0.01% 390
2023
Q1 		$102K Buy
536
+67
+14% +$12.7K 0.01% 431
2022
Q4 		$85.7K Sell
469
-254
-35% -$45.4K 0.01% 445
2022
Q3 		$114K Hold
723
– – 0.01% 391
2022
Q2 		$118K Buy
723
+2
+0.3% +$354 0.01% 386
2022
Q1 		$140K Buy
721
+2
+0.3% +$385 0.01% 379
2021
Q4 		$146K Buy
719
+513
+249% +$103K 0.01% 382
2021
Q3 		$39K Hold
206
– – ﹤0.01% 617
2021
Q2 		$40K Buy
206
+101
+96% +$19.9K ﹤0.01% 626
2021
Q1 		$20K Buy
+105
New +$18.7K ﹤0.01% 682
2020
Q2 		– Sell
-20
Closed -$2K – 963
2020
Q1 		$2K Buy
+20
New +$2.84K ﹤0.01% 840
2017
Q3 		– Sell
-502
Closed -$64K – 851
2017
Q2 		$64K Buy
+502
New +$63.4K 0.01% 424

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Sandy Spring Bank increased its Vanguard Industrials ETF (VIS) stake by 1.3% in Q1 2025, buying an estimated $776 and bringing the position to 232 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Sandy Spring Bank first reported a position in VIS in Q2 2017 and has held it in 19 quarters since. The position peaked at $146K in Q4 2021. 484 funds tracked by Wall St. Rank hold VIS as of Q1 2025.

  • Sandy Spring Bank held 232 shares of Vanguard Industrials ETF worth $57.4K as of Q1 2025.
  • Sandy Spring Bank bought 3 Vanguard Industrials ETF shares in Q1 2025, an estimated $776.
  • Vanguard Industrials ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #548 holding.
  • Sandy Spring Bank first reported a position in Vanguard Industrials ETF in Q2 2017 and has held it in 19 quarters since.
  • Sandy Spring Bank's Vanguard Industrials ETF position peaked at $146K in Q4 2021.
  • 484 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2025.

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