Sandy Spring Bank’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.31K	Hold	7	–	–	﹤0.01%	1029
2024 Q4	$2.65K	Hold	7	–	–	﹤0.01%	1035
2024 Q3	$2.4K	Hold	7	–	–	﹤0.01%	1023
2024 Q2	$2.19K	Hold	7	–	–	﹤0.01%	1086
2024 Q1	$2.23K	Hold	7	–	–	﹤0.01%	1042
2023 Q4	$2.14K	Buy	+7	New	+$1.95K	﹤0.01%	1015
2022 Q3	–	Sell	-58	Closed	-$13K	–	1187
2022 Q2	$13K	Buy	+58	New	+$15.1K	﹤0.01%	790
2021 Q1	–	Sell	-50	Closed	-$14K	–	1042
2020 Q4	$14K	Sell	50 -51	-50%	-$13K	﹤0.01%	704
2020 Q3	$24K	Buy	+101	New	+$22.9K	﹤0.01%	579

Other funds holding VCR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sandy Spring Bank held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q1 2025 at 7 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Sandy Spring Bank first reported a position in VCR in Q3 2020 and has held it in 9 quarters since. The position peaked at $24K in Q3 2020. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

Sandy Spring Bank held 7 shares of Vanguard Consumer Discretionary ETF worth $2.31K as of Q1 2025.
Sandy Spring Bank left its Vanguard Consumer Discretionary ETF share count unchanged in Q1 2025.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1029 holding.
Sandy Spring Bank first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and has held it in 9 quarters since.
Sandy Spring Bank's Vanguard Consumer Discretionary ETF position peaked at $24K in Q3 2020.
505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

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