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Sandy Spring Bank’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Sandy Spring Bank’s Portfolio VTHR Stock Details VTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-46
Closed -$9.08K – 1280
2023
Q2 		$9.08K Buy
+46
New +$8.61K ﹤0.01% 857

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Sandy Spring Bank's VTHR Position: Q3 2023 in Review

Sandy Spring Bank sold out of Vanguard Russell 3000 ETF (VTHR) in Q3 2023, closing a stake of 46 shares — an estimated $9.08K sold.

Sandy Spring Bank first reported a position in VTHR in Q2 2023 and held it in 1 quarter. The position peaked at $9.08K in Q2 2023. 136 funds tracked by Wall St. Rank hold VTHR as of Q3 2023.

  • Sandy Spring Bank reported no remaining Vanguard Russell 3000 ETF position as of Q3 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 46 Vanguard Russell 3000 ETF shares in Q3 2023, an estimated $9.08K.
  • Sandy Spring Bank first reported a position in Vanguard Russell 3000 ETF in Q2 2023 and held it in 1 quarter.
  • Sandy Spring Bank's Vanguard Russell 3000 ETF position peaked at $9.08K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.