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Sandy Spring Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sandy Spring Bank’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$78.6K Sell
609
-399
-40% -$52.2K ﹤0.01% 489
2024
Q4 		$129K Sell
1,008
-9
-0.9% -$1.17K 0.01% 418
2024
Q3 		$130K Buy
1,017
+1
+0.1% +$123 0.01% 427
2024
Q2 		$120K Sell
1,016
-500
-33% -$59.3K 0.01% 427
2024
Q1 		$183K Buy
1,516
+1,381
+1,023% +$158K 0.01% 377
2023
Q4 		$15.1K Sell
135
-1,576
-92% -$166K ﹤0.01% 756
2023
Q3 		$177K Buy
1,711
+1,640
+2,310% +$176K 0.01% 359
2023
Q2 		$7.51K Sell
71
-87
-55% -$9.13K ﹤0.01% 894
2023
Q1 		$16.7K Hold
158
– – ﹤0.01% 730
2022
Q4 		$17.1K Buy
158
+1
+0.6% +$106 ﹤0.01% 729
2022
Q3 		$15K Sell
157
-188
-54% -$19.6K ﹤0.01% 730
2022
Q2 		$35K Buy
345
+218
+172% +$23.6K ﹤0.01% 586
2022
Q1 		$14K Sell
127
-1,525
-92% -$170K ﹤0.01% 797
2021
Q4 		$185K Buy
1,652
+1,509
+1,055% +$164K 0.01% 347
2021
Q3 		$15K Sell
143
-50
-26% -$5.29K ﹤0.01% 811
2021
Q2 		$20K Buy
193
+47
+32% +$4.93K ﹤0.01% 786
2021
Q1 		$15K Sell
146
-85
-37% -$8.2K ﹤0.01% 731
2020
Q4 		$21K Sell
231
-1,541
-87% -$134K ﹤0.01% 631
2020
Q3 		$143K Buy
1,772
+1,550
+698% +$127K 0.01% 328
2020
Q2 		$17K Sell
222
-477
-68% -$37.1K ﹤0.01% 627
2020
Q1 		$50K Buy
699
+97
+16% +$8.33K ﹤0.01% 440
2019
Q4 		$56K Hold
602
– – ﹤0.01% 457
2019
Q3 		$53K Sell
602
-873
-59% -$76.4K ﹤0.01% 462
2019
Q2 		$129K Buy
1,475
+455
+45% +$39.3K 0.01% 338
2019
Q1 		$87K Sell
1,020
-75
-7% -$6.26K 0.01% 380
2018
Q4 		$85K Hold
1,095
– – 0.01% 379
2018
Q3 		$95K Sell
1,095
-60
-5% -$5.19K 0.01% 382
2018
Q2 		$96K Buy
1,155
+205
+22% +$17.2K 0.01% 386
2018
Q1 		$78K Buy
950
+783
+469% +$67.3K 0.01% 410
2017
Q4 		$14K Hold
167
– – ﹤0.01% 640
2017
Q3 		$14K Hold
167
– – ﹤0.01% 627
2017
Q2 		$13K Sell
167
-160
-49% -$12.5K ﹤0.01% 642
2017
Q1 		$25K Sell
327
-160
-33% -$12.3K ﹤0.01% 556
2016
Q4 		$37K Hold
487
– – ﹤0.01% 486
2016
Q3 		$35K Hold
487
– – ﹤0.01% 487
2016
Q2 		$35K Hold
487
– – ﹤0.01% 497
2016
Q1 		$34K Buy
487
+167
+52% +$10.9K ﹤0.01% 499
2015
Q4 		$21K Sell
320
-205
-39% -$13.8K ﹤0.01% 547
2015
Q3 		$33K Buy
525
+25
+5% +$1.65K ﹤0.01% 491
2015
Q2 		$34K Hold
500
– – ﹤0.01% 509
2015
Q1 		$34K Hold
500
– – ﹤0.01% 505
2014
Q4 		$34K Hold
500
– – ﹤0.01% 452
2014
Q3 		$33K Sell
500
-250
-33% -$16.7K ﹤0.01% 459
2014
Q2 		$50K Buy
+750
New +$48.5K 0.01% 420
2014
Q1 		– Sell
-750
Closed -$47K – 778
2013
Q4 		$47K Sell
750
-354
-32% -$21.4K 0.01% 380
2013
Q3 		$63K Buy
1,104
+95
+9% +$5.52K 0.01% 343
2013
Q2 		$57K Buy
+1,009
New +$57.1K 0.01% 335

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Sandy Spring Bank reduced its Vanguard High Dividend Yield ETF (VYM) stake by 40% in Q1 2025, selling an estimated $52.2K and leaving 609 shares worth $78.6K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Sandy Spring Bank first reported a position in VYM in Q2 2013 and has held it in 47 quarters since. The position peaked at $185K in Q4 2021. 1,797 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • Sandy Spring Bank held 609 shares of Vanguard High Dividend Yield ETF worth $78.6K as of Q1 2025.
  • Sandy Spring Bank sold 399 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $52.2K.
  • Vanguard High Dividend Yield ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #489 holding.
  • Sandy Spring Bank first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 47 quarters since.
  • Sandy Spring Bank's Vanguard High Dividend Yield ETF position peaked at $185K in Q4 2021.
  • 1,797 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

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