Sandy Spring Bank’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $565K | Buy |
2,199
+4
| +0.2% | +$1.08K | 0.02% | 266 |
|
|
2024
Q4 | $592K | Sell |
2,195
-11
| -0.5% | -$2.98K | 0.02% | 273 |
|
|
2024
Q3 | $581K | Sell |
2,206
-52
| -2% | -$13.2K | 0.02% | 278 |
|
|
2024
Q2 | $564K | Hold |
2,258
| – | – | 0.02% | 274 |
|
|
2024
Q1 | $541K | Buy |
2,258
+27
| +1% | +$6.18K | 0.02% | 276 |
|
|
2023
Q4 | $487K | Buy |
2,231
+6
| +0.3% | +$1.23K | 0.02% | 277 |
|
|
2023
Q3 | $435K | Buy |
2,225
+110
| +5% | +$22.4K | 0.02% | 273 |
|
|
2023
Q2 | $429K | Buy |
2,115
+4
| +0.2% | +$767 | 0.02% | 273 |
|
|
2023
Q1 | $394K | Buy |
2,111
+90
| +4% | +$16.4K | 0.02% | 267 |
|
|
2022
Q4 | $352K | Buy |
2,021
+6
| +0.3% | +$1.05K | 0.02% | 277 |
|
|
2022
Q3 | $330K | Buy |
2,015
+6
| +0.3% | +$1.09K | 0.02% | 274 |
|
|
2022
Q2 | $347K | Buy |
2,009
+5
| +0.2% | +$938 | 0.02% | 274 |
|
|
2022
Q1 | $418K | Buy |
2,004
+1,583
| +376% | +$325K | 0.02% | 265 |
|
|
2021
Q4 | $93K | Hold |
421
| – | – | ﹤0.01% | 454 |
|
|
2021
Q3 | $85K | Hold |
421
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $85K | Hold |
421
| – | – | ﹤0.01% | 461 |
|
|
2021
Q1 | $78K | Buy |
+421
| New | +$76.3K | ﹤0.01% | 447 |
|
|
2018
Q4 | – | Sell |
-120
| Closed | -$16K | – | 807 |
|
|
2018
Q3 | $16K | Hold |
120
| – | – | ﹤0.01% | 628 |
|
|
2018
Q2 | $15K | Hold |
120
| – | – | ﹤0.01% | 624 |
|
|
2018
Q1 | $15K | Buy |
+120
| New | +$15.1K | ﹤0.01% | 640 |
|
|
2017
Q2 | – | Sell |
-702
| Closed | -$76K | – | 868 |
|
|
2017
Q1 | $76K | Hold |
702
| – | – | 0.01% | 395 |
|
|
2016
Q4 | $72K | Hold |
702
| – | – | 0.01% | 395 |
|
|
2016
Q3 | $70K | Hold |
702
| – | – | 0.01% | 398 |
|
|
2016
Q2 | $67K | Sell |
702
-52
| -7% | -$4.93K | 0.01% | 404 |
|
|
2016
Q1 | $71K | Hold |
754
| – | – | 0.01% | 393 |
|
|
2015
Q4 | $70K | Hold |
754
| – | – | 0.01% | 376 |
|
|
2015
Q3 | $66K | Hold |
754
| – | – | 0.01% | 400 |
|
|
2015
Q2 | $71K | Hold |
754
| – | – | 0.01% | 415 |
|
|
2015
Q1 | $72K | Hold |
754
| – | – | 0.01% | 406 |
|
|
2014
Q4 | $71K | Sell |
754
-165
| -18% | -$15.2K | 0.01% | 371 |
|
|
2014
Q3 | $83K | Hold |
919
| – | – | 0.01% | 352 |
|
|
2014
Q2 | $83K | Buy |
+919
| New | +$80.3K | 0.01% | 358 |
|
|
2014
Q1 | – | Sell |
-1,069
| Closed | -$91K | – | 777 |
|
|
2013
Q4 | $91K | Hold |
1,069
| – | – | 0.01% | 317 |
|
|
2013
Q3 | $83K | Sell |
1,069
-200
| -16% | -$15.4K | 0.01% | 311 |
|
|
2013
Q2 | $93K | Buy |
+1,269
| New | +$93.6K | 0.01% | 296 |
|
Other funds holding VV
NMIFOAC
Sandy Spring Bank's VV Position: Q1 2025 in Review
Sandy Spring Bank increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.18% in Q1 2025, buying an estimated $1.08K and bringing the position to 2,199 shares worth $565K. The position accounts for 0.02% of the portfolio, ranked #266.
Sandy Spring Bank first reported a position in VV in Q2 2013 and has held it in 35 quarters since. The position peaked at $592K in Q4 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.
- Sandy Spring Bank held 2,199 shares of Vanguard Morningstar Large-Cap ETF worth $565K as of Q1 2025.
- Sandy Spring Bank bought 4 Vanguard Morningstar Large-Cap ETF shares in Q1 2025, an estimated $1.08K.
- Vanguard Morningstar Large-Cap ETF made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #266 holding.
- Sandy Spring Bank first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 35 quarters since.
- Sandy Spring Bank's Vanguard Morningstar Large-Cap ETF position peaked at $592K in Q4 2024.
- 1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2025.
Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.