Sandy Spring Bank’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$94.4K	Sell	790 -30	-4%	-$3.65K	﹤0.01%	455
2024 Q4	$96.8K	Sell	820 -20	-2%	-$2.37K	﹤0.01%	460
2024 Q3	$92.3K	Hold	840	–	–	﹤0.01%	472
2024 Q2	$83.9K	Sell	840 -44	-5%	-$4.39K	﹤0.01%	485
2024 Q1	$90.5K	Sell	884 -21	-2%	-$2.02K	﹤0.01%	481
2023 Q4	$83.5K	Sell	905 -50	-5%	-$4.2K	﹤0.01%	477
2023 Q3	$76.7K	Buy	955 +550	+136%	+$46K	﹤0.01%	472
2023 Q2	$32.9K	Sell	405 -68	-14%	-$5.34K	﹤0.01%	624
2023 Q1	$36.8K	Buy	473 +1	+0.2%	+$85	﹤0.01%	584
2022 Q4	$39.1K	Hold	472	–	–	﹤0.01%	571
2022 Q3	$36K	Hold	472	–	–	﹤0.01%	564
2022 Q2	$37K	Sell	472 -36	-7%	-$3.04K	﹤0.01%	575
2022 Q1	$48K	Buy	508 +28	+6%	+$2.68K	﹤0.01%	551
2021 Q4	$46K	Hold	480	–	–	﹤0.01%	590
2021 Q3	$44K	Sell	480 -50	-9%	-$4.61K	﹤0.01%	580
2021 Q2	$48K	Buy	530 +66	+14%	+$5.96K	﹤0.01%	576
2021 Q1	$39K	Hold	464	–	–	﹤0.01%	560
2020 Q4	$34K	Hold	464	–	–	﹤0.01%	557
2020 Q3	$27K	Sell	464 -506	-52%	-$30.1K	﹤0.01%	555
2020 Q2	$56K	Buy	970 +4	+0.4%	+$222	﹤0.01%	444
2020 Q1	$49K	Sell	966 -122	-11%	-$8.31K	﹤0.01%	444
2019 Q4	$83K	Buy	1,088 +7	+0.6%	+$511	0.01%	394
2019 Q3	$75K	Hold	1,081	–	–	0.01%	411
2019 Q2	$75K	Buy	1,081 +442	+69%	+$30K	0.01%	402
2019 Q1	$41K	Hold	639	–	–	﹤0.01%	476
2018 Q4	$38K	Hold	639	–	–	﹤0.01%	485
2018 Q3	$44K	Hold	639	–	–	﹤0.01%	482
2018 Q2	$43K	Hold	639	–	–	﹤0.01%	484
2018 Q1	$44K	Sell	639 -75	-11%	-$5.41K	﹤0.01%	490
2017 Q4	$50K	Sell	714 -152	-18%	-$10.3K	﹤0.01%	448
2017 Q3	$56K	Sell	866 -500	-37%	-$31.5K	0.01%	429
2017 Q2	$86K	Buy	1,366 +552	+68%	+$33.3K	0.01%	376
2017 Q1	$49K	Buy	814 +248	+44%	+$15.1K	﹤0.01%	452
2016 Q4	$34K	Sell	566 -237	-30%	-$12.9K	﹤0.01%	500
2016 Q3	$40K	Sell	803 -815	-50%	-$40.2K	﹤0.01%	468
2016 Q2	$77K	Sell	1,618 -1,300	-45%	-$61.7K	0.01%	386
2016 Q1	$135K	Buy	2,918 +1,484	+103%	+$65.9K	0.02%	318
2015 Q4	$69K	Hold	1,434	–	–	0.01%	378
2015 Q3	$66K	Hold	1,434	–	–	0.01%	399
2015 Q2	$71K	Hold	1,434	–	–	0.01%	414
2015 Q1	$71K	Hold	1,434	–	–	0.01%	408
2014 Q4	$71K	Hold	1,434	–	–	0.01%	370
2014 Q3	$67K	Hold	1,434	–	–	0.01%	376
2014 Q2	$67K	Buy	+1,434	New	+$64.9K	0.01%	381

Other funds holding VFH

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 VFH Position: Q1 2025 in Review

Sandy Spring Bank reduced its Vanguard Financials ETF (VFH) stake by 3.7% in Q1 2025, selling an estimated $3.65K and leaving 790 shares worth $94.4K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Sandy Spring Bank first reported a position in VFH in Q2 2014 and has held it in 44 quarters since. The position peaked at $135K in Q1 2016. 701 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

Sandy Spring Bank held 790 shares of Vanguard Financials ETF worth $94.4K as of Q1 2025.
Sandy Spring Bank sold 30 Vanguard Financials ETF shares in Q1 2025, an estimated $3.65K.
Vanguard Financials ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #455 holding.
Sandy Spring Bank first reported a position in Vanguard Financials ETF in Q2 2014 and has held it in 44 quarters since.
Sandy Spring Bank's Vanguard Financials ETF position peaked at $135K in Q1 2016.
701 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

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