Burke & Herbert Bank & Trust’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.35M	Sell	21,010 -220	-1%	-$14.5K	0.37%	71
2025 Q4	$1.33M	Sell	21,230 -15,682	-42%	-$961K	0.37%	73
2025 Q3	$2.21M	Sell	36,912 -122	-0.3%	-$7.11K	0.48%	58
2025 Q2	$2.11M	Sell	37,034 -1,000	-3%	-$53.6K	0.47%	59
2025 Q1	$1.93M	Sell	38,034 -83	-0.2%	-$4.2K	0.47%	62
2024 Q4	$1.82M	Hold	38,117	–	–	0.43%	64
2024 Q3	$2.01M	Sell	38,117 -3,172	-8%	-$161K	0.47%	60
2024 Q2	$2.04M	Buy	+41,289	New	+$2.05M	0.5%	54

Other funds holding VEA

Bank of America

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

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

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

Northwestern Mutual Wealth Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Jones Financial Companies

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