Sandy Spring Bank’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-370	Closed	-$43.5K	–	1312
2024 Q4	$43.5K	Hold	370	–	–	﹤0.01%	610
2024 Q3	$44.3K	Hold	370	–	–	﹤0.01%	607
2024 Q2	$41.7K	Buy	+370	New	+$40.8K	﹤0.01%	625
2019 Q1	–	Sell	-120	Closed	-$8K	–	807
2018 Q4	$8K	Hold	120	–	–	﹤0.01%	689
2018 Q3	$9K	Hold	120	–	–	﹤0.01%	688
2018 Q2	$9K	Hold	120	–	–	﹤0.01%	677
2018 Q1	$9K	Buy	+120	New	+$9.1K	﹤0.01%	702

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Sandy Spring Bank sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 370 shares — an estimated $43.5K sold.

Sandy Spring Bank first reported a position in VT in Q1 2018 and held it in 7 quarters. The position peaked at $44.3K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold VT as of Q1 2025.

Sandy Spring Bank reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 370 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $43.5K.
Sandy Spring Bank first reported a position in Vanguard Total World Stock ETF in Q1 2018 and held it in 7 quarters.
Sandy Spring Bank's Vanguard Total World Stock ETF position peaked at $44.3K in Q3 2024.
1,019 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

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