Sandy Spring Bank’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.07M	Sell	45,328 -2,224	-5%	-$168K	0.13%	141
2024 Q4	$3.7M	Buy	47,552 +264	+0.6%	+$20.3K	0.15%	127
2024 Q3	$3.47M	Buy	47,288 +1,552	+3%	+$110K	0.14%	130
2024 Q2	$3.3M	Buy	45,736 +3,272	+8%	+$218K	0.15%	130
2024 Q1	$2.78M	Buy	42,464 +1,560	+4%	+$98.9K	0.13%	140
2023 Q4	$2.47M	Buy	40,904 +1,544	+4%	+$86K	0.12%	144
2023 Q3	$2.04M	Sell	39,360 -2,312	-6%	-$126K	0.11%	152
2023 Q2	$2.3M	Buy	41,672 +7,104	+21%	+$357K	0.12%	145
2023 Q1	$1.67M	Buy	34,568 +1,152	+3%	+$50.9K	0.09%	167
2022 Q4	$1.33M	Buy	33,416 +7,224	+28%	+$295K	0.08%	185
2022 Q3	$1.01M	Sell	26,192 -1,000	-4%	-$44K	0.06%	197
2022 Q2	$1.11M	Buy	27,192 +9,224	+51%	+$415K	0.07%	193
2022 Q1	$935K	Buy	17,968 +1,720	+11%	+$88.3K	0.05%	214
2021 Q4	$930K	Buy	16,248 +968	+6%	+$53.1K	0.04%	215
2021 Q3	$766K	Buy	15,280 +2,136	+16%	+$111K	0.04%	226
2021 Q2	$656K	Buy	13,144 +2,112	+19%	+$99.6K	0.03%	237
2021 Q1	$494K	Buy	11,032 +5,240	+90%	+$236K	0.03%	254
2020 Q4	$256K	Sell	5,792 -568	-9%	-$23.4K	0.02%	293
2020 Q3	$248K	Buy	6,360 +688	+12%	+$25.9K	0.02%	282
2020 Q2	$197K	Buy	5,672 +168	+3%	+$5.24K	0.01%	291
2020 Q1	$146K	Buy	5,504 +4,528	+464%	+$137K	0.01%	302
2019 Q4	$30K	Sell	976 -408	-29%	-$11.7K	﹤0.01%	545
2019 Q3	$37K	Buy	1,384 +408	+42%	+$11K	﹤0.01%	515
2019 Q2	$26K	Hold	976	–	–	﹤0.01%	570
2019 Q1	$24K	Hold	976	–	–	﹤0.01%	554
2018 Q4	$20K	Hold	976	–	–	﹤0.01%	572
2018 Q3	$25K	Hold	976	–	–	﹤0.01%	562
2018 Q2	$22K	Sell	976 -400	-29%	-$8.98K	﹤0.01%	573
2018 Q1	$29K	Hold	1,376	–	–	﹤0.01%	544
2017 Q4	$28K	Sell	1,376 -2,408	-64%	-$48.8K	﹤0.01%	543
2017 Q3	$72K	Buy	3,784 +1,600	+73%	+$29.6K	0.01%	394
2017 Q2	$38K	Buy	2,184 +808	+59%	+$14.2K	﹤0.01%	493
2017 Q1	$23K	Sell	1,376 -1,048	-43%	-$17.1K	﹤0.01%	571
2016 Q4	$37K	Buy	2,424 +1,048	+76%	+$15.8K	﹤0.01%	485
2016 Q3	$21K	Sell	1,376 -1,400	-50%	-$20.3K	﹤0.01%	547
2016 Q2	$37K	Sell	2,776 -9,608	-78%	-$129K	﹤0.01%	488
2016 Q1	$170K	Buy	12,384 +2,712	+28%	+$34.6K	0.02%	299
2015 Q4	$131K	Hold	9,672	–	–	0.02%	314
2015 Q3	$121K	Hold	9,672	–	–	0.01%	327
2015 Q2	$128K	Hold	9,672	–	–	0.01%	335
2015 Q1	$129K	Hold	9,672	–	–	0.02%	326
2014 Q4	$126K	Hold	9,672	–	–	0.02%	307
2014 Q3	$121K	Sell	9,672 -152	-2%	-$1.89K	0.01%	316
2014 Q2	$119K	Buy	9,824 +7,248	+281%	+$83.6K	0.01%	312
2014 Q1	$30K	Sell	2,576 -7,232	-74%	-$81.4K	﹤0.01%	433
2013 Q4	$110K	Buy	9,808 +4,208	+75%	+$44.6K	0.02%	303
2013 Q3	$56K	Hold	5,600	–	–	0.01%	352
2013 Q2	$52K	Buy	+5,600	New	+$51.9K	0.01%	345

Other funds holding VGT

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sandy Spring Bank reduced its Vanguard Information Technology ETF (VGT) stake by 4.7% in Q1 2025, selling an estimated $168K and leaving 45,328 shares worth $3.07M. The position accounts for 0.13% of the portfolio, ranked #141.

Sandy Spring Bank first reported a position in VGT in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.7M in Q4 2024. 1,669 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Sandy Spring Bank held 45,328 shares of Vanguard Information Technology ETF worth $3.07M as of Q1 2025.
Sandy Spring Bank sold 2,224 Vanguard Information Technology ETF shares in Q1 2025, an estimated $168K.
Vanguard Information Technology ETF made up 0.13% of Sandy Spring Bank's portfolio in Q1 2025, its #141 holding.
Sandy Spring Bank first reported a position in Vanguard Information Technology ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Vanguard Information Technology ETF position peaked at $3.7M in Q4 2024.
1,669 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

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