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Burke & Herbert Bank & Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Buy
+2,704
New +$210K 0.05% 237
2025
Q4 		– Sell
-3,544
Closed -$260K – 262
2025
Q3 		$260K Hold
3,544
– – 0.06% 209
2025
Q2 		$248K Sell
3,544
-3,200
-47% -$210K 0.06% 219
2025
Q1 		$436K Buy
+6,744
New +$453K 0.1% 159

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Burke & Herbert Bank & Trust opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 2,704 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #237 among its holdings. This is a return to the name: Burke & Herbert Bank & Trust previously reported a position in VO as recently as Q3 2025.

Burke & Herbert Bank & Trust first reported a position in VO in Q1 2025 and has held it in 4 quarters since. The position peaked at $436K in Q1 2025. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Burke & Herbert Bank & Trust held 2,704 shares of Vanguard Morningstar Mid-Cap ETF worth $218K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Burke & Herbert Bank & Trust position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #237 holding.
  • Burke & Herbert Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • Burke & Herbert Bank & Trust's Vanguard Morningstar Mid-Cap ETF position peaked at $436K in Q1 2025.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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