Sandy Spring Bank’s Vanguard Consumer Staples ETF VDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$55.1K	Sell	252 -6	-2%	-$1.3K	﹤0.01%	555
2024 Q4	$54.5K	Sell	258 -22	-8%	-$4.77K	﹤0.01%	560
2024 Q3	$61.2K	Hold	280	–	–	﹤0.01%	547
2024 Q2	$56.8K	Buy	280 +22	+9%	+$4.47K	﹤0.01%	560
2024 Q1	$52.7K	Sell	258 -11	-4%	-$2.16K	﹤0.01%	568
2023 Q4	$51.3K	Buy	269 +1	+0.4%	+$183	﹤0.01%	559
2023 Q3	$49K	Sell	268 -116	-30%	-$22.4K	﹤0.01%	545
2023 Q2	$74.7K	Buy	384 +82	+27%	+$16K	﹤0.01%	472
2023 Q1	$58.5K	Buy	302 +184	+156%	+$34.9K	﹤0.01%	510
2022 Q4	$22.7K	Hold	118	–	–	﹤0.01%	671
2022 Q3	$20K	Hold	118	–	–	﹤0.01%	680
2022 Q2	$22K	Hold	118	–	–	﹤0.01%	681
2022 Q1	$23K	Buy	118 +10	+9%	+$1.95K	﹤0.01%	688
2021 Q4	$22K	Buy	+108	New	+$20.3K	﹤0.01%	750
2021 Q2	–	Sell	-284	Closed	-$51K	–	1171
2021 Q1	$51K	Hold	284	–	–	﹤0.01%	510
2020 Q4	$49K	Sell	284 -150	-35%	-$25.4K	﹤0.01%	491
2020 Q3	$71K	Buy	434 +150	+53%	+$24.2K	﹤0.01%	419
2020 Q2	$42K	Buy	+284	New	+$42.1K	﹤0.01%	481

Other funds holding VDC

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

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

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

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

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

PCH

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sandy Spring Bank reduced its Vanguard Consumer Staples ETF (VDC) stake by 2.3% in Q1 2025, selling an estimated $1.3K and leaving 252 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Sandy Spring Bank first reported a position in VDC in Q2 2020 and has held it in 18 quarters since. The position peaked at $74.7K in Q2 2023. 628 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

Sandy Spring Bank held 252 shares of Vanguard Consumer Staples ETF worth $55.1K as of Q1 2025.
Sandy Spring Bank sold 6 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $1.3K.
Vanguard Consumer Staples ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #555 holding.
Sandy Spring Bank first reported a position in Vanguard Consumer Staples ETF in Q2 2020 and has held it in 18 quarters since.
Sandy Spring Bank's Vanguard Consumer Staples ETF position peaked at $74.7K in Q2 2023.
628 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

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