Sandy Spring Bank’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.3M	Sell	12,015 -267	-2%	-$77.6K	0.14%	133
2024 Q4	$3.56M	Buy	12,282 +15	+0.1%	+$4.38K	0.14%	131
2024 Q3	$3.47M	Buy	12,267 +955	+8%	+$260K	0.14%	129
2024 Q2	$3.03M	Buy	11,312 +115	+1%	+$29.8K	0.13%	136
2024 Q1	$2.91M	Sell	11,197 -107	-0.9%	-$26.5K	0.13%	135
2023 Q4	$2.68M	Sell	11,304 -236	-2%	-$52.2K	0.13%	138
2023 Q3	$2.45M	Sell	11,540 -1,226	-10%	-$271K	0.14%	142
2023 Q2	$2.81M	Sell	12,766 -408	-3%	-$85.1K	0.15%	134
2023 Q1	$2.69M	Sell	13,174 -654	-5%	-$131K	0.15%	134
2022 Q4	$2.64M	Buy	13,828 +649	+5%	+$125K	0.16%	138
2022 Q3	$2.36M	Sell	13,179 -1,560	-11%	-$311K	0.15%	133
2022 Q2	$2.78M	Buy	14,739 +3,177	+27%	+$653K	0.17%	126
2022 Q1	$2.63M	Sell	11,562 -974	-8%	-$219K	0.13%	141
2021 Q4	$3.03M	Sell	12,536 -1,250	-9%	-$295K	0.14%	133
2021 Q3	$3.06M	Buy	13,786 +2,853	+26%	+$651K	0.16%	125
2021 Q2	$2.44M	Sell	10,933 -1,717	-14%	-$373K	0.13%	154
2021 Q1	$2.62M	Sell	12,650 -148	-1%	-$29.9K	0.15%	133
2020 Q4	$2.49M	Sell	12,798 -273	-2%	-$49.9K	0.15%	135
2020 Q3	$2.23M	Sell	13,071 -170	-1%	-$28.6K	0.15%	133
2020 Q2	$2.07M	Sell	13,241 -64	-0.5%	-$9.44K	0.15%	134
2020 Q1	$1.72M	Sell	13,305 -2,997	-18%	-$463K	0.16%	140
2019 Q4	$2.67M	Sell	16,302 -518	-3%	-$81.2K	0.19%	119
2019 Q3	$2.54M	Buy	16,820 +3,216	+24%	+$485K	0.2%	117
2019 Q2	$2.04M	Sell	13,604 -773	-5%	-$114K	0.16%	132
2019 Q1	$2.08M	Buy	14,377 +1,293	+10%	+$180K	0.18%	131
2018 Q4	$1.67M	Sell	13,084 -525	-4%	-$72.5K	0.16%	140
2018 Q3	$2.04M	Buy	13,609 +337	+3%	+$49.6K	0.17%	148
2018 Q2	$1.86M	Sell	13,272 -970	-7%	-$135K	0.16%	151
2018 Q1	$1.93M	Sell	14,242 -322	-2%	-$45.1K	0.17%	145
2017 Q4	$2M	Sell	14,564 -100	-0.7%	-$13.4K	0.18%	144
2017 Q3	$1.9M	Buy	14,664 +138	+1%	+$17.5K	0.18%	144
2017 Q2	$1.81M	Sell	14,526 -495	-3%	-$61K	0.18%	145
2017 Q1	$1.82M	Sell	15,021 -160	-1%	-$19.2K	0.18%	145
2016 Q4	$1.75M	Sell	15,181 -225	-1%	-$25.3K	0.18%	150
2016 Q3	$1.72M	Sell	15,406 -47	-0.3%	-$5.21K	0.18%	148
2016 Q2	$1.66M	Sell	15,453 -590	-4%	-$62.5K	0.19%	141
2016 Q1	$1.68M	Buy	16,043 +660	+4%	+$65.4K	0.19%	134
2015 Q4	$1.6M	Buy	15,383 +158	+1%	+$16.6K	0.19%	133
2015 Q3	$1.5M	Buy	15,225 +121	+0.8%	+$12.7K	0.18%	140
2015 Q2	$1.62M	Buy	15,104 +69	+0.5%	+$7.53K	0.18%	138
2015 Q1	$1.61M	Hold	15,035	–	–	0.19%	135
2014 Q4	$1.59M	Sell	15,035 -17	-0.1%	-$1.76K	0.19%	131
2014 Q3	$1.52M	Hold	15,052	–	–	0.19%	132
2014 Q2	$1.53M	Buy	+15,052	New	+$1.48M	0.19%	128
2014 Q1	–	Sell	-15,052	Closed	-$1.44M	–	775
2013 Q4	$1.44M	Buy	15,052 +10	+0.1%	+$920	0.2%	126
2013 Q3	$1.32M	Buy	15,042 +241	+2%	+$20.9K	0.2%	132
2013 Q2	$1.22M	Buy	+14,801	New	+$1.23M	0.19%	131

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Sandy Spring Bank reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q1 2025, selling an estimated $77.6K and leaving 12,015 shares worth $3.3M. The position accounts for 0.14% of the portfolio, ranked #133.

Sandy Spring Bank first reported a position in VTI in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.56M in Q4 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Sandy Spring Bank held 12,015 shares of Vanguard Morningstar Total Stock Market ETF worth $3.3M as of Q1 2025.
Sandy Spring Bank sold 267 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $77.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.14% of Sandy Spring Bank's portfolio in Q1 2025, its #133 holding.
Sandy Spring Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 47 quarters since.
Sandy Spring Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $3.56M in Q4 2024.
3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

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