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

Sandy Spring Bank’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$88.1K Hold
360
– – ﹤0.01% 466
2024
Q4 		$91.3K Hold
360
– – ﹤0.01% 468
2024
Q3 		$87.6K Sell
360
-10
-3% -$2.33K ﹤0.01% 485
2024
Q2 		$84.9K Hold
370
– – ﹤0.01% 483
2024
Q1 		$87.2K Sell
370
-25
-6% -$5.6K ﹤0.01% 485
2023
Q4 		$86.7K Hold
395
– – ﹤0.01% 465
2023
Q3 		$76.9K Buy
395
+325
+464% +$66.4K ﹤0.01% 470
2023
Q2 		$14.4K Hold
70
– – ﹤0.01% 772
2023
Q1 		$13.6K Sell
70
-297
-81% -$56.9K ﹤0.01% 767
2022
Q4 		$66K Hold
367
– – ﹤0.01% 482
2022
Q3 		$63K Sell
367
-65
-15% -$12.3K ﹤0.01% 477
2022
Q2 		$75K Buy
432
+222
+106% +$43K ﹤0.01% 452
2022
Q1 		$47K Buy
210
+40
+24% +$8.83K ﹤0.01% 555
2021
Q4 		$43K Hold
170
– – ﹤0.01% 607
2021
Q3 		$41K Hold
170
– – ﹤0.01% 603
2021
Q2 		$41K Buy
170
+100
+143% +$22.4K ﹤0.01% 622
2021
Q1 		$15K Hold
70
– – ﹤0.01% 730
2020
Q4 		$15K Hold
70
– – ﹤0.01% 696
2020
Q3 		$13K Sell
70
-19
-21% -$3.35K ﹤0.01% 648
2020
Q2 		$15K Sell
89
-57
-39% -$8.62K ﹤0.01% 648
2020
Q1 		$19K Buy
146
+32
+28% +$4.86K ﹤0.01% 585
2019
Q4 		$18K Hold
114
– – ﹤0.01% 638
2019
Q3 		$17K Sell
114
-433
-79% -$64.9K ﹤0.01% 652
2019
Q2 		$81K Buy
547
+44
+9% +$6.42K 0.01% 393
2019
Q1 		$72K Hold
503
– – 0.01% 402
2018
Q4 		$60K Buy
503
+2
+0.4% +$257 0.01% 418
2018
Q3 		$71K Hold
501
– – 0.01% 416
2018
Q2 		$67K Buy
501
+1
+0.2% +$133 0.01% 428
2018
Q1 		$65K Buy
500
+430
+614% +$56.5K 0.01% 438
2017
Q4 		$9K Hold
70
– – ﹤0.01% 705
2017
Q3 		$9K Buy
+70
New +$8.34K ﹤0.01% 692

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sandy Spring Bank held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2025 at 360 shares worth $88.1K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Sandy Spring Bank first reported a position in VOT in Q3 2017 and has held it in 31 quarters since. The position peaked at $91.3K in Q4 2024. 976 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Sandy Spring Bank held 360 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $88.1K as of Q1 2025.
  • Sandy Spring Bank left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2025.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #466 holding.
  • Sandy Spring Bank first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 31 quarters since.
  • Sandy Spring Bank's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $91.3K in Q4 2024.
  • 976 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

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