Burke & Herbert Bank & Trust’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,967	Closed	-$500K	–	261
2025 Q3	$500K	Hold	1,967	–	–	0.11%	157
2025 Q2	$466K	Hold	1,967	–	–	0.1%	158
2025 Q1	$436K	Buy	+1,967	New	+$470K	0.11%	158

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Burke & Herbert Bank & Trust's VB Position: Q4 2025 in Review

Burke & Herbert Bank & Trust sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 1,967 shares — an estimated $500K sold.

Burke & Herbert Bank & Trust first reported a position in VB in Q1 2025 and held it in 3 quarters. The position peaked at $500K in Q3 2025. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Burke & Herbert Bank & Trust reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Burke & Herbert Bank & Trust sold 1,967 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $500K.
Burke & Herbert Bank & Trust first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and held it in 3 quarters.
Burke & Herbert Bank & Trust's Vanguard Morningstar Small-Cap ETF position peaked at $500K in Q3 2025.
2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Burke & Herbert Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.