Sandy Spring Bank’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$7.04K	Hold	174	–	–	﹤0.01%	902
2024 Q4	$6.88K	Sell	174 -133	-43%	-$5.76K	﹤0.01%	927
2024 Q3	$14.4K	Buy	307 +19	+7%	+$827	﹤0.01%	808
2024 Q2	$11.7K	Hold	288	–	–	﹤0.01%	853
2024 Q1	$12.1K	Buy	288 +67	+30%	+$2.74K	﹤0.01%	825
2023 Q4	$9.41K	Buy	+221	New	+$8.81K	﹤0.01%	828
2022 Q2	–	Sell	-45	Closed	-$2K	–	1178
2022 Q1	$2K	Buy	45 +10	+29%	+$521	﹤0.01%	1073
2021 Q4	$2K	Buy	+35	New	+$1.97K	﹤0.01%	1156
2018 Q2	–	Sell	-26,726	Closed	-$1.63M	–	845
2018 Q1	$1.63M	Buy	+26,726	New	+$1.64M	0.14%	157
2015 Q3	–	Sell	-268	Closed	-$15K	–	1012
2015 Q2	$15K	Hold	268	–	–	﹤0.01%	633
2015 Q1	$15K	Hold	268	–	–	﹤0.01%	623
2014 Q4	$14K	Buy	+268	New	+$14.7K	﹤0.01%	581

Other funds holding VNQI

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Sandy Spring Bank held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q1 2025 at 174 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Sandy Spring Bank first reported a position in VNQI in Q4 2014 and has held it in 12 quarters since. The position peaked at $1.63M in Q1 2018. 347 funds tracked by Wall St. Rank hold VNQI as of Q1 2025.

Sandy Spring Bank held 174 shares of Vanguard Global ex-US Real Estate ETF worth $7.04K as of Q1 2025.
Sandy Spring Bank left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q1 2025.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #902 holding.
Sandy Spring Bank first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2014 and has held it in 12 quarters since.
Sandy Spring Bank's Vanguard Global ex-US Real Estate ETF position peaked at $1.63M in Q1 2018.
347 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2025.

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