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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$112K	Hold	698	–	–	﹤0.01%	431
2024 Q4	$113K	Hold	698	–	–	﹤0.01%	440
2024 Q3	$117K	Hold	698	–	–	﹤0.01%	441
2024 Q2	$105K	Sell	698 -1	-0.1%	-$152	﹤0.01%	449
2024 Q1	$109K	Buy	699 +323	+86%	+$47.4K	0.01%	446
2023 Q4	$54.6K	Sell	376 -158	-30%	-$21.2K	﹤0.01%	546
2023 Q3	$70K	Sell	534 -1,320	-71%	-$183K	﹤0.01%	489
2023 Q2	$257K	Buy	1,854 +323	+21%	+$43.1K	0.01%	324
2023 Q1	$205K	Buy	1,531 +1,095	+251%	+$152K	0.01%	334
2022 Q4	$59K	Buy	436 +1	+0.2%	+$134	﹤0.01%	502
2022 Q3	$53K	Hold	435	–	–	﹤0.01%	505
2022 Q2	$57K	Buy	435 +375	+625%	+$53K	﹤0.01%	494
2022 Q1	$9K	Hold	60	–	–	﹤0.01%	883
2021 Q4	$9K	Buy	+60	New	+$8.81K	﹤0.01%	933
2021 Q1	–	Sell	-108	Closed	-$13K	–	1044
2020 Q4	$13K	Hold	108	–	–	﹤0.01%	718
2020 Q3	$11K	Sell	108 -1	-0.9%	-$101	﹤0.01%	673
2020 Q2	$10K	Buy	+109	New	+$9.99K	﹤0.01%	699
2020 Q1	–	Sell	-11	Closed	-$1K	–	954
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	825
2019 Q3	$1K	Sell	11 -613	-98%	-$68.1K	﹤0.01%	833
2019 Q2	$69K	Buy	624 +11	+2%	+$1.21K	0.01%	421
2019 Q1	$66K	Hold	613	–	–	0.01%	412
2018 Q4	$58K	Sell	613 -65	-10%	-$6.82K	0.01%	426
2018 Q3	$76K	Hold	678	–	–	0.01%	407
2018 Q2	$75K	Hold	678	–	–	0.01%	413
2018 Q1	$74K	Buy	678 +613	+943%	+$68.9K	0.01%	418
2017 Q4	$7K	Hold	65	–	–	﹤0.01%	730
2017 Q3	$7K	Buy	+65	New	+$6.75K	﹤0.01%	715

Other funds holding VOE

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Sandy Spring Bank held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q1 2025 at 698 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Sandy Spring Bank first reported a position in VOE in Q3 2017 and has held it in 27 quarters since. The position peaked at $257K in Q2 2023. 1,094 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

Sandy Spring Bank held 698 shares of Vanguard Morningstar Mid-Cap Value ETF worth $112K as of Q1 2025.
Sandy Spring Bank left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q1 2025.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #431 holding.
Sandy Spring Bank first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2017 and has held it in 27 quarters since.
Sandy Spring Bank's Vanguard Morningstar Mid-Cap Value ETF position peaked at $257K in Q2 2023.
1,094 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2025.

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