Sandy Spring Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.77M	Buy	27,364 +1,492	+6%	+$100K	0.07%	182
2024 Q4	$1.71M	Sell	25,872 -44	-0.2%	-$2.99K	0.07%	184
2024 Q3	$1.71M	Sell	25,916 -68	-0.3%	-$4.27K	0.07%	183
2024 Q2	$1.57M	Hold	25,984	–	–	0.07%	183
2024 Q1	$1.62M	Sell	25,984 -948	-4%	-$56K	0.07%	178
2023 Q4	$1.57M	Sell	26,932 -4,180	-13%	-$223K	0.08%	179
2023 Q3	$1.62M	Buy	31,112 +24	+0.1%	+$1.32K	0.09%	170
2023 Q2	$1.71M	Sell	31,088 -2,640	-8%	-$138K	0.09%	171
2023 Q1	$1.78M	Sell	33,728 -1,684	-5%	-$89.6K	0.1%	161
2022 Q4	$1.8M	Sell	35,412 -40	-0.1%	-$2.04K	0.11%	158
2022 Q3	$1.67M	Sell	35,452 -276	-0.8%	-$14.4K	0.11%	160
2022 Q2	$1.76M	Sell	35,728 -1,944	-5%	-$105K	0.11%	165
2022 Q1	$2.24M	Buy	37,672 +1,248	+3%	+$73.2K	0.11%	155
2021 Q4	$2.32M	Buy	36,424 +1,236	+4%	+$77.5K	0.11%	157
2021 Q3	$2.08M	Buy	35,188 +32	+0.1%	+$1.93K	0.11%	161
2021 Q2	$2.09M	Sell	35,156 -16,124	-31%	-$934K	0.11%	165
2021 Q1	$2.84M	Sell	51,280 -1,236	-2%	-$67.1K	0.16%	127
2020 Q4	$2.71M	Buy	52,516 +200	+0.4%	+$9.68K	0.17%	124
2020 Q3	$2.31M	Buy	52,316 +140	+0.3%	+$6.1K	0.16%	131
2020 Q2	$2.14M	Sell	52,176 -2,872	-5%	-$110K	0.16%	130
2020 Q1	$1.81M	Sell	55,048 -960	-2%	-$39.8K	0.16%	132
2019 Q4	$2.5M	Sell	56,008 -1,216	-2%	-$52.2K	0.18%	125
2019 Q3	$2.4M	Buy	57,224 +1,848	+3%	+$77.2K	0.19%	120
2019 Q2	$2.31M	Buy	55,376 +1,788	+3%	+$73.2K	0.19%	122
2019 Q1	$2.15M	Sell	53,588 -5,636	-10%	-$217K	0.18%	129
2018 Q4	$2.05M	Sell	59,224 -5,728	-9%	-$215K	0.2%	123
2018 Q3	$2.67M	Buy	64,952 +5,928	+10%	+$242K	0.22%	118
2018 Q2	$2.33M	Buy	59,024 +14,952	+34%	+$587K	0.2%	127
2018 Q1	$1.7M	Buy	44,072 +30,468	+224%	+$1.2M	0.15%	150
2017 Q4	$526K	Hold	13,604	–	–	0.05%	216
2017 Q3	$500K	Hold	13,604	–	–	0.05%	220
2017 Q2	$485K	Hold	13,604	–	–	0.05%	222
2017 Q1	$474K	Buy	13,604 +1,180	+9%	+$40.5K	0.05%	224
2016 Q4	$409K	Buy	12,424 +600	+5%	+$19.4K	0.04%	233
2016 Q3	$383K	Hold	11,824	–	–	0.04%	234
2016 Q2	$365K	Hold	11,824	–	–	0.04%	233
2016 Q1	$358K	Hold	11,824	–	–	0.04%	233
2015 Q4	$355K	Buy	11,824 +1,200	+11%	+$36.6K	0.04%	232
2015 Q3	$310K	Buy	10,624 +200	+2%	+$6.24K	0.04%	246
2015 Q2	$332K	Buy	10,424 +200	+2%	+$6.49K	0.04%	250
2015 Q1	$339K	Hold	10,224	–	–	0.04%	242
2014 Q4	$316K	Hold	10,224	–	–	0.04%	229
2014 Q3	$300K	Hold	10,224	–	–	0.04%	246
2014 Q2	$303K	Buy	+10,224	New	+$292K	0.04%	243
2014 Q1	–	Sell	-10,224	Closed	-$281K	–	773
2013 Q4	$281K	Buy	10,224 +348	+4%	+$9.27K	0.04%	235
2013 Q3	$253K	Buy	+9,876	New	+$248K	0.04%	226

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

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

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

Sandy Spring Bank increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.8% in Q1 2025, buying an estimated $100K and bringing the position to 27,364 shares worth $1.77M. The position accounts for 0.07% of the portfolio, ranked #182.

Sandy Spring Bank first reported a position in VO in Q3 2013 and has held it in 46 quarters since. The position peaked at $2.84M in Q1 2021. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

Sandy Spring Bank held 27,364 shares of Vanguard Morningstar Mid-Cap ETF worth $1.77M as of Q1 2025.
Sandy Spring Bank bought 1,492 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $100K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Sandy Spring Bank's portfolio in Q1 2025, its #182 holding.
Sandy Spring Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2013 and has held it in 46 quarters since.
Sandy Spring Bank's Vanguard Morningstar Mid-Cap ETF position peaked at $2.84M in Q1 2021.
2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

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