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Sandy Spring Bank’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Sandy Spring Bank’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$681 – 1311
2024
Q4 		$681 Sell
15
-212
-93% -$9.75K ﹤0.01% 1124
2024
Q3 		$10.7K Buy
227
+200
+741% +$9.32K ﹤0.01% 851
2024
Q2 		$1.23K Sell
27
-13
-33% -$585 ﹤0.01% 1141
2024
Q1 		$1.82K Buy
40
+15
+60% +$684 ﹤0.01% 1062
2023
Q4 		$1.16K Hold
25
– – ﹤0.01% 1057
2023
Q3 		$1.09K Sell
25
-72
-74% -$3.24K ﹤0.01% 1071
2023
Q2 		$4.46K Buy
97
+29
+43% +$1.34K ﹤0.01% 973
2023
Q1 		$3.17K Sell
68
-1,543
-96% -$71.6K ﹤0.01% 989
2022
Q4 		$73.3K Buy
1,611
+1,386
+616% +$62.8K ﹤0.01% 463
2022
Q3 		$10K Buy
225
+157
+231% +$7.47K ﹤0.01% 816
2022
Q2 		$3K Sell
68
-56
-45% -$2.7K ﹤0.01% 1024
2022
Q1 		$6K Buy
124
+18
+17% +$924 ﹤0.01% 948
2021
Q4 		$6K Buy
106
+38
+56% +$2.01K ﹤0.01% 1002
2021
Q3 		$4K Buy
+68
New +$3.63K ﹤0.01% 1005
2020
Q1 		– Sell
-974
Closed -$52K – 953
2019
Q4 		$52K Buy
+974
New +$51.8K ﹤0.01% 470
2018
Q3 		– Sell
-19
Closed -$1K – 811
2018
Q2 		$1K Buy
+19
New +$973 ﹤0.01% 753

Other funds holding VMBS

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sandy Spring Bank sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2025, closing a stake of 15 shares — an estimated $681 sold.

Sandy Spring Bank first reported a position in VMBS in Q2 2018 and held it in 16 quarters. The position peaked at $73.3K in Q4 2022. 617 funds tracked by Wall St. Rank hold VMBS as of Q1 2025.

  • Sandy Spring Bank reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Sandy Spring Bank sold 15 Vanguard Mortgage-Backed Securities ETF shares in Q1 2025, an estimated $681.
  • Sandy Spring Bank first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2018 and held it in 16 quarters.
  • Sandy Spring Bank's Vanguard Mortgage-Backed Securities ETF position peaked at $73.3K in Q4 2022.
  • 617 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2025.

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