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Disclosery

Sandy Spring Bank: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sandy Spring Bank on VUG, newest first. How the timeline and the estimate are built.

Sandy Spring Bank held 35,338 VUG shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 35,338 shares
    Change vs previous 13F +2,497 shares

    0.55% of the 13F portfolio, value $13,104,055.

    13F-HR 0001104659-25-047269 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 32,841 shares
    Change vs previous 13F +834 shares

    0.55% of the 13F portfolio, value $13,479,392.

    13F-HR 0001104659-25-011212 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 32,007 shares
    Change vs previous 13F +1,571 shares

    0.51% of the 13F portfolio, value $12,288,450.

    13F-HR 0001104659-24-111312 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 30,436 shares
    Change vs previous 13F +2,685 shares

    0.5% of the 13F portfolio, value $11,383,363.

    13F-HR 0001104659-24-086115 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 27,751 shares
    Change vs previous 13F +3,479 shares

    0.44% of the 13F portfolio, value $9,552,014.

    13F-HR 0001104659-24-058460 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 24,272 shares
    Change vs previous 13F +2,449 shares

    0.38% of the 13F portfolio, value $7,545,527.

    13F-HR 0001104659-24-007169 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 21,823 shares
    Change vs previous 13F +1,662 shares

    0.33% of the 13F portfolio, value $5,942,698.

    13F-HR 0001104659-23-112435 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 20,161 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $5,704,679.

    13F-HR 0001104659-23-087797 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).