Sandy Spring Bank’s Vanguard Russell 1000 ETF VONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-247	Closed	-$49.8K	–	1277
2023 Q2	$49.8K	Hold	247	–	–	﹤0.01%	548
2023 Q1	$46K	Hold	247	–	–	﹤0.01%	545
2022 Q4	$43K	Hold	247	–	–	﹤0.01%	558
2022 Q3	$40K	Hold	247	–	–	﹤0.01%	548
2022 Q2	$42K	Hold	247	–	–	﹤0.01%	547
2022 Q1	$51K	Hold	247	–	–	﹤0.01%	539
2021 Q4	$54K	Hold	247	–	–	﹤0.01%	556
2021 Q3	$49K	Hold	247	–	–	﹤0.01%	561
2021 Q2	$49K	Hold	247	–	–	﹤0.01%	572
2021 Q1	$46K	Hold	247	–	–	﹤0.01%	524
2020 Q4	$43K	Hold	247	–	–	﹤0.01%	510
2020 Q3	$38K	Buy	247 +1	+0.4%	+$153	﹤0.01%	506
2020 Q2	$35K	Buy	+246	New	+$32.9K	﹤0.01%	512

Other funds holding VONE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

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

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Sandy Spring Bank's VONE Position: Q3 2023 in Review

Sandy Spring Bank sold out of Vanguard Russell 1000 ETF (VONE) in Q3 2023, closing a stake of 247 shares — an estimated $49.8K sold.

Sandy Spring Bank first reported a position in VONE in Q2 2020 and held it in 13 quarters. The position peaked at $54K in Q4 2021. 235 funds tracked by Wall St. Rank hold VONE as of Q3 2023.

Sandy Spring Bank reported no remaining Vanguard Russell 1000 ETF position as of Q3 2023 after selling out during the quarter.
Sandy Spring Bank sold 247 Vanguard Russell 1000 ETF shares in Q3 2023, an estimated $49.8K.
Sandy Spring Bank first reported a position in Vanguard Russell 1000 ETF in Q2 2020 and held it in 13 quarters.
Sandy Spring Bank's Vanguard Russell 1000 ETF position peaked at $54K in Q4 2021.
235 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.