Sandy Spring Bank’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$9.03M	Buy	199,516 +2,373	+1%	+$107K	0.38%	62
2024 Q4	$8.68M	Buy	197,143 +6,540	+3%	+$304K	0.35%	67
2024 Q3	$9.12M	Buy	190,603 +11,588	+6%	+$516K	0.38%	63
2024 Q2	$7.83M	Buy	179,015 +5,401	+3%	+$233K	0.35%	69
2024 Q1	$7.25M	Buy	173,614 +11,206	+7%	+$457K	0.33%	69
2023 Q4	$6.67M	Buy	162,408 +272	+0.2%	+$10.8K	0.33%	71
2023 Q3	$6.36M	Buy	162,136 +8,117	+5%	+$331K	0.35%	68
2023 Q2	$6.27M	Buy	154,019 +7,799	+5%	+$314K	0.33%	69
2023 Q1	$5.91M	Buy	146,220 +269	+0.2%	+$11K	0.34%	70
2022 Q4	$5.69M	Buy	145,951 +3,480	+2%	+$133K	0.34%	70
2022 Q3	$5.2M	Sell	142,471 -9,935	-7%	-$403K	0.33%	75
2022 Q2	$6.35M	Buy	152,406 +5,720	+4%	+$247K	0.38%	64
2022 Q1	$6.77M	Buy	146,686 +14,348	+11%	+$690K	0.34%	72
2021 Q4	$6.55M	Buy	132,338 +8,001	+6%	+$403K	0.31%	78
2021 Q3	$6.22M	Sell	124,337 -5,046	-4%	-$261K	0.33%	76
2021 Q2	$7.03M	Buy	129,383 +2,512	+2%	+$134K	0.37%	64
2021 Q1	$6.6M	Buy	126,871 +2,736	+2%	+$146K	0.38%	66
2020 Q4	$6.22M	Sell	124,135 -6,042	-5%	-$284K	0.38%	66
2020 Q3	$5.63M	Buy	130,177 +1,735	+1%	+$75.4K	0.38%	65
2020 Q2	$5.09M	Sell	128,442 -6,727	-5%	-$249K	0.38%	66
2020 Q1	$4.54M	Buy	135,169 +11,522	+9%	+$470K	0.41%	61
2019 Q4	$5.5M	Buy	123,647 +3,640	+3%	+$154K	0.4%	64
2019 Q3	$4.83M	Sell	120,007 -4,033	-3%	-$166K	0.38%	69
2019 Q2	$5.28M	Buy	124,040 +2,172	+2%	+$91.4K	0.42%	63
2019 Q1	$5.18M	Sell	121,868 -24,562	-17%	-$1.01M	0.44%	63
2018 Q4	$5.58M	Sell	146,430 -22,590	-13%	-$875K	0.53%	47
2018 Q3	$6.93M	Buy	169,020 +1,998	+1%	+$84.1K	0.57%	42
2018 Q2	$7.05M	Buy	167,022 +11,807	+8%	+$533K	0.61%	37
2018 Q1	$7.29M	Buy	155,215 +24,320	+19%	+$1.17M	0.65%	37
2017 Q4	$6.01M	Buy	130,895 +12,211	+10%	+$546K	0.55%	42
2017 Q3	$5.17M	Buy	118,684 +20,355	+21%	+$881K	0.5%	52
2017 Q2	$4.01M	Buy	98,329 +19,742	+25%	+$800K	0.39%	63
2017 Q1	$3.12M	Buy	78,587 +14,039	+22%	+$542K	0.31%	83
2016 Q4	$2.31M	Buy	64,548 +14,290	+28%	+$523K	0.24%	109
2016 Q3	$1.89M	Buy	50,258 +4,835	+11%	+$180K	0.2%	135
2016 Q2	$1.6M	Buy	45,423 +22,117	+95%	+$756K	0.18%	147
2016 Q1	$805K	Sell	23,306 -440	-2%	-$13.8K	0.09%	185
2015 Q4	$777K	Sell	23,746 -6,723	-22%	-$231K	0.09%	189
2015 Q3	$1.01M	Sell	30,469 -3,952	-11%	-$144K	0.12%	170
2015 Q2	$1.41M	Sell	34,421 -3,865	-10%	-$166K	0.16%	148
2015 Q1	$1.56M	Buy	38,286 +2,762	+8%	+$112K	0.18%	138
2014 Q4	$1.42M	Sell	35,524 -2,376	-6%	-$97.8K	0.17%	141
2014 Q3	$1.58M	Sell	37,900 -12,381	-25%	-$550K	0.19%	130
2014 Q2	$2.17M	Buy	50,281 +6,304	+14%	+$266K	0.27%	105
2014 Q1	$1.78M	Sell	43,977 -69,510	-61%	-$2.7M	0.27%	112
2013 Q4	$4.67M	Buy	113,487 +10,794	+11%	+$445K	0.66%	44
2013 Q3	$4.12M	Sell	102,693 -838	-0.8%	-$33.2K	0.61%	53
2013 Q2	$4.02M	Buy	+103,531	New	+$4.34M	0.63%	49

Other funds holding VWO

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Sandy Spring Bank increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.2% in Q1 2025, buying an estimated $107K and bringing the position to 199,516 shares worth $9.03M. The position accounts for 0.38% of the portfolio, ranked #62.

Sandy Spring Bank first reported a position in VWO in Q2 2013 and has held it in 48 quarters since. The position peaked at $9.12M in Q3 2024. 2,214 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Sandy Spring Bank held 199,516 shares of Vanguard FTSE Emerging Markets ETF worth $9.03M as of Q1 2025.
Sandy Spring Bank bought 2,373 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $107K.
Vanguard FTSE Emerging Markets ETF made up 0.38% of Sandy Spring Bank's portfolio in Q1 2025, its #62 holding.
Sandy Spring Bank first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Vanguard FTSE Emerging Markets ETF position peaked at $9.12M in Q3 2024.
2,214 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

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