Sandy Spring Bank’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$323K	Buy	1,221 +1	+0.1%	+$266	0.01%	318
2024 Q4	$310K	Buy	1,220 +1	+0.1%	+$269	0.01%	326
2024 Q3	$344K	Buy	1,219 +1	+0.1%	+$278	0.01%	323
2024 Q2	$324K	Hold	1,218	–	–	0.01%	318
2024 Q1	$329K	Buy	1,218 +1	+0.1%	+$263	0.02%	319
2023 Q4	$305K	Buy	1,217 +1	+0.1%	+$237	0.02%	316
2023 Q3	$286K	Buy	1,216 +219	+22%	+$53.4K	0.02%	307
2023 Q2	$244K	Buy	997 +246	+33%	+$59.8K	0.01%	330
2023 Q1	$179K	Buy	751 +86	+13%	+$20.7K	0.01%	350
2022 Q4	$165K	Buy	665 +75	+13%	+$18.2K	0.01%	361
2022 Q3	$132K	Sell	590 -90	-13%	-$21.5K	0.01%	373
2022 Q2	$160K	Buy	680 +1	+0.1%	+$241	0.01%	348
2022 Q1	$173K	Buy	679 +1	+0.1%	+$247	0.01%	346
2021 Q4	$180K	Buy	678 +201	+42%	+$51.3K	0.01%	353
2021 Q3	$118K	Hold	477	–	–	0.01%	394
2021 Q2	$118K	Sell	477 -49	-9%	-$11.7K	0.01%	400
2021 Q1	$121K	Hold	526	–	–	0.01%	377
2020 Q4	$118K	Hold	526	–	–	0.01%	362
2020 Q3	$107K	Buy	526 +176	+50%	+$35.6K	0.01%	364
2020 Q2	$68K	Buy	350 +10	+3%	+$1.88K	0.01%	412
2020 Q1	$56K	Hold	340	–	–	0.01%	420
2019 Q4	$65K	Hold	340	–	–	﹤0.01%	434
2019 Q3	$57K	Hold	340	–	–	﹤0.01%	451
2019 Q2	$59K	Buy	+340	New	+$57.4K	﹤0.01%	438
2019 Q1	–	Sell	-340	Closed	-$55K	–	806
2018 Q4	$55K	Hold	340	–	–	0.01%	436
2018 Q3	$61K	Hold	340	–	–	0.01%	431
2018 Q2	$54K	Hold	340	–	–	﹤0.01%	457
2018 Q1	$52K	Hold	340	–	–	﹤0.01%	470
2017 Q4	$52K	Hold	340	–	–	﹤0.01%	445
2017 Q3	$52K	Hold	340	–	–	0.01%	439
2017 Q2	$50K	Hold	340	–	–	﹤0.01%	455
2017 Q1	$47K	Hold	340	–	–	﹤0.01%	457
2016 Q4	$43K	Sell	340 -111	-25%	-$14.2K	﹤0.01%	463
2016 Q3	$60K	Buy	451 +201	+80%	+$27.1K	0.01%	413
2016 Q2	$33K	Hold	250	–	–	﹤0.01%	504
2016 Q1	$31K	Hold	250	–	–	﹤0.01%	517
2015 Q4	$33K	Hold	250	–	–	﹤0.01%	481
2015 Q3	$31K	Sell	250 -413	-62%	-$56.6K	﹤0.01%	499
2015 Q2	$93K	Hold	663	–	–	0.01%	382
2015 Q1	$90K	Hold	663	–	–	0.01%	374
2014 Q4	$84K	Buy	663 +100	+18%	+$12.3K	0.01%	345
2014 Q3	$66K	Hold	563	–	–	0.01%	380
2014 Q2	$63K	Buy	+563	New	+$60.2K	0.01%	389
2014 Q1	–	Sell	-94	Closed	-$10K	–	771
2013 Q4	$10K	Sell	94 -2,526	-96%	-$248K	﹤0.01%	562
2013 Q3	$244K	Hold	2,620	–	–	0.04%	231
2013 Q2	$226K	Buy	+2,620	New	+$226K	0.04%	234

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

HIIFS

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

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

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

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

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

Sandy Spring Bank increased its Vanguard Health Care ETF (VHT) stake by 0.08% in Q1 2025, buying an estimated $266 and bringing the position to 1,221 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #318.

Sandy Spring Bank first reported a position in VHT in Q2 2013 and has held it in 46 quarters since. The position peaked at $344K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

Sandy Spring Bank held 1,221 shares of Vanguard Health Care ETF worth $323K as of Q1 2025.
Sandy Spring Bank bought 1 Vanguard Health Care ETF share in Q1 2025, an estimated $266.
Vanguard Health Care ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #318 holding.
Sandy Spring Bank first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 46 quarters since.
Sandy Spring Bank's Vanguard Health Care ETF position peaked at $344K in Q3 2024.
1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

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