SSB
VPU

Sandy Spring Bank’s Vanguard Utilities ETF VPU Stock Holding History

Sandy Spring Bank’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$83.6K Buy
490
+64
+15% +$10.8K ﹤0.01% 479
2024
Q4 		$69.6K Buy
426
+3
+0.7% +$513 ﹤0.01% 516
2024
Q3 		$73.7K Sell
423
-31
-7% -$4.98K ﹤0.01% 517
2024
Q2 		$67.1K Buy
454
+4
+0.9% +$596 ﹤0.01% 532
2024
Q1 		$64.1K Buy
450
+30
+7% +$4.05K ﹤0.01% 530
2023
Q4 		$57.6K Buy
420
+3
+0.7% +$396 ﹤0.01% 531
2023
Q3 		$53.2K Buy
417
+2
+0.5% +$280 ﹤0.01% 536
2023
Q2 		$59K Hold
415
– – ﹤0.01% 516
2023
Q1 		$61.3K Buy
415
+1
+0.2% +$148 ﹤0.01% 503
2022
Q4 		$63.5K Buy
414
+3
+0.7% +$445 ﹤0.01% 489
2022
Q3 		$58K Hold
411
– – ﹤0.01% 496
2022
Q2 		$63K Buy
411
+1
+0.2% +$157 ﹤0.01% 478
2022
Q1 		$66K Buy
410
+1
+0.2% +$151 ﹤0.01% 494
2021
Q4 		$64K Buy
409
+3
+0.7% +$442 ﹤0.01% 528
2021
Q3 		$57K Hold
406
– – ﹤0.01% 530
2021
Q2 		$56K Buy
406
+4
+1% +$573 ﹤0.01% 546
2021
Q1 		$56K Hold
402
– – ﹤0.01% 497
2020
Q4 		$55K Buy
402
+137
+52% +$18.9K ﹤0.01% 474
2020
Q3 		$34K Buy
265
+100
+61% +$12.9K ﹤0.01% 521
2020
Q2 		$20K Buy
165
+54
+49% +$6.84K ﹤0.01% 606
2020
Q1 		$14K Hold
111
– – ﹤0.01% 629
2019
Q4 		$16K Buy
111
+1
+0.9% +$141 ﹤0.01% 653
2019
Q3 		$16K Hold
110
– – ﹤0.01% 661
2019
Q2 		$15K Buy
110
+55
+100% +$7.19K ﹤0.01% 663
2019
Q1 		$7K Hold
55
– – ﹤0.01% 698
2018
Q4 		$6K Hold
55
– – ﹤0.01% 712
2018
Q3 		$6K Hold
55
– – ﹤0.01% 714
2018
Q2 		$6K Hold
55
– – ﹤0.01% 708
2018
Q1 		$6K Buy
+55
New +$6.07K ﹤0.01% 738

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sandy Spring Bank increased its Vanguard Utilities ETF (VPU) stake by 15% in Q1 2025, buying an estimated $10.8K and bringing the position to 490 shares worth $83.6K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Sandy Spring Bank first reported a position in VPU in Q1 2018 and has held it in 29 quarters since. 602 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

  • Sandy Spring Bank held 490 shares of Vanguard Utilities ETF worth $83.6K as of Q1 2025.
  • Sandy Spring Bank bought 64 Vanguard Utilities ETF shares in Q1 2025, an estimated $10.8K.
  • Vanguard Utilities ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #479 holding.
  • Sandy Spring Bank first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 29 quarters since.
  • 602 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

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