Sandy Spring Bank’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-60	Closed	-$6.37K	–	1233
2023 Q3	$6.37K	Sell	60 -44	-42%	-$4.88K	﹤0.01%	895
2023 Q2	$11.5K	Buy	104 +60	+136%	+$6.61K	﹤0.01%	811
2023 Q1	$4.81K	Hold	44	–	–	﹤0.01%	931
2022 Q4	$4.52K	Buy	+44	New	+$4.42K	﹤0.01%	942
2019 Q3	–	Sell	-150	Closed	-$16K	–	876
2019 Q2	$16K	Hold	150	–	–	﹤0.01%	653
2019 Q1	$16K	Hold	150	–	–	﹤0.01%	621
2018 Q4	$14K	Hold	150	–	–	﹤0.01%	627
2018 Q3	$17K	Sell	150 -150	-50%	-$17.1K	﹤0.01%	617
2018 Q2	$35K	Hold	300	–	–	﹤0.01%	508
2018 Q1	$36K	Buy	+300	New	+$36.2K	﹤0.01%	513
2014 Q1	–	Sell	-223	Closed	-$23K	–	774
2013 Q4	$23K	Hold	223	–	–	﹤0.01%	466
2013 Q3	$22K	Buy	+223	New	+$21.3K	﹤0.01%	457

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sandy Spring Bank's VSS Position: Q4 2023 in Review

Sandy Spring Bank sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2023, closing a stake of 60 shares — an estimated $6.37K sold.

Sandy Spring Bank first reported a position in VSS in Q3 2013 and held it in 12 quarters. The position peaked at $36K in Q1 2018. 593 funds tracked by Wall St. Rank hold VSS as of Q4 2023.

Sandy Spring Bank reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2023 after selling out during the quarter.
Sandy Spring Bank sold 60 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2023, an estimated $6.37K.
Sandy Spring Bank first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2013 and held it in 12 quarters.
Sandy Spring Bank's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $36K in Q1 2018.
593 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.