Burke & Herbert Bank & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Buy	6,279 +1,246	+25%	+$286K	0.37%	71
2026 Q1	$1.08M	Buy	5,033 +49	+1%	+$10.9K	0.3%	84
2025 Q4	$1.1M	Sell	4,984 -61	-1%	-$13.3K	0.3%	86
2025 Q3	$1.09M	Sell	5,045 -24	-0.5%	-$5.04K	0.23%	110
2025 Q2	$1.04M	Buy	5,069 +1,279	+34%	+$248K	0.23%	112
2025 Q1	$735K	Buy	3,790 +40	+1%	+$7.95K	0.18%	133
2024 Q4	$734K	Buy	3,750 +1,058	+39%	+$211K	0.17%	135
2024 Q3	$533K	Buy	2,692 +3	+0.1%	+$571	0.12%	151
2024 Q2	$491K	Buy	+2,689	New	+$484K	0.12%	152

Other funds holding VIG

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Burke & Herbert Bank & Trust's VIG Position: Q2 2026 in Review

Burke & Herbert Bank & Trust increased its Vanguard Dividend Appreciation ETF (VIG) stake by 25% in Q2 2026, buying an estimated $286K and bringing the position to 6,279 shares worth $1.49M. The position accounts for 0.37% of the portfolio, ranked #71.

Burke & Herbert Bank & Trust first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Burke & Herbert Bank & Trust held 6,279 shares of Vanguard Dividend Appreciation ETF worth $1.49M as of Q2 2026.
Burke & Herbert Bank & Trust bought 1,246 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $286K.
Vanguard Dividend Appreciation ETF made up 0.37% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #71 holding.
Burke & Herbert Bank & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.