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Burke & Herbert Bank & Trust’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$299K Buy
2,177
+202
+10% +$25.6K 0.07% 199
2026
Q1 		$227K Hold
1,975
– – 0.06% 218
2025
Q4 		$219K Hold
1,975
– – 0.06% 215
2025
Q3 		$218K Buy
+1,975
New +$211K 0.05% 227

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Burke & Herbert Bank & Trust increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 10% in Q2 2026, buying an estimated $25.6K and bringing the position to 2,177 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #199.

Burke & Herbert Bank & Trust first reported a position in VIOO in Q3 2025 and has held it in 4 quarters since. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Burke & Herbert Bank & Trust held 2,177 shares of Vanguard S&P Small-Cap 600 ETF worth $299K as of Q2 2026.
  • Burke & Herbert Bank & Trust bought 202 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $25.6K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.07% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #199 holding.
  • Burke & Herbert Bank & Trust first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2025 and has held it in 4 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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