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Vanguard Small-Cap ETF shares owned by Burke & Herbert Bank & Trust

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Burke & Herbert Bank & Trust from 13F filings

Historical chart of Burke & Herbert Bank & Trust investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Burke & Herbert Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Burke & Herbert Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $500k 2.0k 254.28
2025-06-30 $466k 2.0k 236.98
2025-03-31 $436k 2.0k 221.75

More positions owned by Burke & Herbert Bank & Trust

Spdr S&p 500 Etf Trust Other (SPY)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Burke & Herbert Finl Svcs Corp Common (BHRB)
Ishares Msci Eafe Etf Other (EFA)
Ishares S &p Small Cap 600 Other (IJR)
Invesco Exchange Traded Fd S &p Equal Weight Other (RSP)
Johnson & Johnson Common (JNJ)
Ishares Tr Core S&p Mcp Etf Other (IJH)
Exxon Mobil Corp Common (XOM)
Invesco Qqq Tr Unit Ser 1 Other (QQQ)
Ishares S &p 500 Index Fund Other (IVV)
Procter & Gamble Common (PG)
Lilly Eli & Co Common (LLY)
Ishares Core Us Aggregate Other (AGG)

View all positions for Burke & Herbert Bank & Trust

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF