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Sandy Spring Bank’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Sandy Spring Bank’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-78
Closed -$11K – 1342
2024
Q1 		$11K Hold
78
– – ﹤0.01% 839
2023
Q4 		$10.7K Hold
78
– – ﹤0.01% 807
2023
Q3 		$9.27K Buy
78
+1
+1% +$126 ﹤0.01% 830
2023
Q2 		$9.54K Hold
77
– – ﹤0.01% 851
2023
Q1 		$9.26K Hold
77
– – ﹤0.01% 838
2022
Q4 		$9.32K Buy
77
+2
+3% +$248 ﹤0.01% 834
2022
Q3 		$9K Hold
75
– – ﹤0.01% 836
2022
Q2 		$9K Hold
75
– – ﹤0.01% 862
2022
Q1 		$11K Buy
+75
New +$10.5K ﹤0.01% 843

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Sandy Spring Bank's VTWV Position: Q2 2024 in Review

Sandy Spring Bank sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2024, closing a stake of 78 shares — an estimated $11K sold.

Sandy Spring Bank first reported a position in VTWV in Q1 2022 and held it in 9 quarters. The position peaked at $11K in Q1 2022. 143 funds tracked by Wall St. Rank hold VTWV as of Q2 2024.

  • Sandy Spring Bank reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 78 Vanguard Russell 2000 Value ETF shares in Q2 2024, an estimated $11K.
  • Sandy Spring Bank first reported a position in Vanguard Russell 2000 Value ETF in Q1 2022 and held it in 9 quarters.
  • Sandy Spring Bank's Vanguard Russell 2000 Value ETF position peaked at $11K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.