Burke & Herbert Bank & Trust’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,120	Closed	-$294K	–	239
2025 Q4	$294K	Hold	3,120	–	–	0.08%	183
2025 Q3	$291K	Hold	3,120	–	–	0.06%	200
2025 Q2	$259K	Hold	3,120	–	–	0.06%	211
2025 Q1	$212K	Hold	3,120	–	–	0.05%	220
2024 Q4	$243K	Buy	+3,120	New	+$240K	0.06%	206

Other funds holding VGT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Burke & Herbert Bank & Trust's VGT Position: Q1 2026 in Review

Burke & Herbert Bank & Trust sold out of Vanguard Information Technology ETF (VGT) in Q1 2026, closing a stake of 3,120 shares — an estimated $294K sold.

Burke & Herbert Bank & Trust first reported a position in VGT in Q4 2024 and held it in 5 quarters. The position peaked at $294K in Q4 2025. 1,986 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Burke & Herbert Bank & Trust reported no remaining Vanguard Information Technology ETF position as of Q1 2026 after selling out during the quarter.
Burke & Herbert Bank & Trust sold 3,120 Vanguard Information Technology ETF shares in Q1 2026, an estimated $294K.
Burke & Herbert Bank & Trust first reported a position in Vanguard Information Technology ETF in Q4 2024 and held it in 5 quarters.
Burke & Herbert Bank & Trust's Vanguard Information Technology ETF position peaked at $294K in Q4 2025.
1,986 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q1 2026, filed 8 May 2026.