Sandy Spring Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$13.1M	Buy	212,028 +14,982	+8%	+$1.01M	0.55%	44
2024 Q4	$13.5M	Buy	197,046 +5,004	+3%	+$336K	0.55%	42
2024 Q3	$12.3M	Buy	192,042 +9,426	+5%	+$584K	0.51%	47
2024 Q2	$11.4M	Buy	182,616 +16,110	+10%	+$939K	0.5%	47
2024 Q1	$9.55M	Buy	166,506 +20,874	+14%	+$1.15M	0.44%	58
2023 Q4	$7.55M	Buy	145,632 +14,694	+11%	+$709K	0.38%	63
2023 Q3	$5.94M	Buy	130,938 +9,972	+8%	+$471K	0.33%	74
2023 Q2	$5.7M	Buy	120,966 +5,214	+5%	+$226K	0.3%	77
2023 Q1	$4.81M	Buy	115,752 +7,194	+7%	+$280K	0.27%	89
2022 Q4	$3.86M	Sell	108,558 -11,094	-9%	-$408K	0.23%	105
2022 Q3	$4.27M	Buy	119,652 +11,106	+10%	+$446K	0.27%	97
2022 Q2	$4.03M	Buy	108,546 +14,718	+16%	+$605K	0.24%	107
2022 Q1	$4.5M	Buy	93,828 +17,436	+23%	+$825K	0.23%	103
2021 Q4	$4.09M	Buy	76,392 +8,214	+12%	+$428K	0.2%	113
2021 Q3	$3.3M	Buy	68,178 +9,558	+16%	+$476K	0.17%	121
2021 Q2	$2.8M	Buy	58,620 +13,494	+30%	+$613K	0.15%	133
2021 Q1	$1.93M	Buy	45,126 +4,224	+10%	+$181K	0.11%	163
2020 Q4	$1.73M	Buy	40,902 +246	+0.6%	+$9.82K	0.11%	167
2020 Q3	$1.54M	Sell	40,656 -3,246	-7%	-$120K	0.11%	165
2020 Q2	$1.48M	Buy	43,902 +1,500	+4%	+$46.1K	0.11%	161
2020 Q1	$1.11M	Sell	42,402 -450	-1%	-$13.5K	0.1%	167
2019 Q4	$1.3M	Sell	42,852 -4,698	-10%	-$136K	0.09%	174
2019 Q3	$1.32M	Buy	47,550 +1,722	+4%	+$47.8K	0.1%	175
2019 Q2	$1.25M	Buy	45,828 +3,888	+9%	+$104K	0.1%	175
2019 Q1	$1.09M	Sell	41,940 -192	-0.5%	-$4.74K	0.09%	175
2018 Q4	$944K	Sell	42,132 -15,558	-27%	-$377K	0.09%	177
2018 Q3	$1.55M	Buy	57,690 +6,078	+12%	+$159K	0.13%	159
2018 Q2	$1.29M	Sell	51,612 -180	-0.3%	-$4.41K	0.11%	170
2018 Q1	$1.23M	Buy	51,792 +66	+0.1%	+$1.61K	0.11%	179
2017 Q4	$1.21M	Sell	51,726 -7,320	-12%	-$168K	0.11%	171
2017 Q3	$1.31M	Sell	59,046 -9,528	-14%	-$207K	0.13%	167
2017 Q2	$1.45M	Buy	68,574 +4,296	+7%	+$90K	0.14%	165
2017 Q1	$1.3M	Sell	64,278 -24,816	-28%	-$490K	0.13%	170
2016 Q4	$1.66M	Sell	89,094 -2,538	-3%	-$46.9K	0.17%	153
2016 Q3	$1.72M	Sell	91,632 -3,978	-4%	-$74K	0.18%	149
2016 Q2	$1.71M	Sell	95,610 -199,860	-68%	-$3.56M	0.2%	138
2016 Q1	$5.24M	Sell	295,470 -33,504	-10%	-$562K	0.6%	43
2015 Q4	$5.83M	Buy	328,974 +12,732	+4%	+$228K	0.68%	35
2015 Q3	$5.29M	Buy	316,242 +208,782	+194%	+$3.7M	0.65%	37
2015 Q2	$1.92M	Buy	107,460 +8,094	+8%	+$147K	0.22%	118
2015 Q1	$1.73M	Buy	99,366 +34,782	+54%	+$617K	0.2%	130
2014 Q4	$1.12M	Buy	64,584 +504	+0.8%	+$8.57K	0.13%	159
2014 Q3	$1.06M	Sell	64,080 -37,092	-37%	-$618K	0.13%	166
2014 Q2	$1.67M	Buy	101,172 +17,964	+22%	+$285K	0.21%	122
2014 Q1	$1.3M	Buy	83,208 +6,870	+9%	+$107K	0.2%	139
2013 Q4	$1.18M	Buy	76,338 +16,350	+27%	+$242K	0.17%	143
2013 Q3	$846K	Buy	59,988 +1,038	+2%	+$14.3K	0.13%	153
2013 Q2	$768K	Buy	+58,950	New	+$778K	0.12%	163

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Sandy Spring Bank increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.6% in Q1 2025, buying an estimated $1.01M and bringing the position to 212,028 shares worth $13.1M. The position accounts for 0.55% of the portfolio, ranked #44.

Sandy Spring Bank first reported a position in VUG in Q2 2013 and has held it in 48 quarters since. The position peaked at $13.5M in Q4 2024. 2,445 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

Sandy Spring Bank held 212,028 shares of Vanguard Morningstar Growth ETF worth $13.1M as of Q1 2025.
Sandy Spring Bank bought 14,982 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $1.01M.
Vanguard Morningstar Growth ETF made up 0.55% of Sandy Spring Bank's portfolio in Q1 2025, its #44 holding.
Sandy Spring Bank first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Vanguard Morningstar Growth ETF position peaked at $13.5M in Q4 2024.
2,445 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

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