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Burke & Herbert Bank & Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Buy
+502
New +$335K 0.09% 184
2026
Q1 		– Sell
-393
Closed -$246K – 240
2025
Q4 		$246K Sell
393
-2,166
-85% -$1.35M 0.07% 203
2025
Q3 		$1.57M Sell
2,559
-85
-3% -$50.1K 0.34% 83
2025
Q2 		$1.5M Sell
2,644
-1,160
-30% -$610K 0.34% 86
2025
Q1 		$1.95M Buy
3,804
+3,169
+499% +$1.71M 0.47% 60
2024
Q4 		$342K Hold
635
– – 0.08% 179
2024
Q3 		$335K Sell
635
-240
-27% -$122K 0.08% 184
2024
Q2 		$438K Hold
875
– – 0.11% 156
2024
Q1 		$421K Sell
875
-285
-25% -$130K 0.32% 79
2023
Q4 		$507K Hold
1,160
– – 0.36% 67
2023
Q3 		$456K Sell
1,160
-60
-5% -$24.5K 0.37% 72
2023
Q2 		$497K Hold
1,220
– – 0.34% 72
2023
Q1 		$459K Sell
1,220
-200
-14% -$73.3K 0.34% 81
2022
Q4 		$499K Hold
1,420
– – 0.37% 74
2022
Q3 		$466K Sell
1,420
-100
-7% -$36.5K 0.39% 76
2022
Q2 		$527K Hold
1,520
– – 0.4% 70
2022
Q1 		$631K Sell
1,520
-430
-22% -$176K 0.4% 70
2021
Q4 		$851K Hold
1,950
– – 0.5% 60
2021
Q3 		$769K Hold
1,950
– – 0.5% 63
2021
Q2 		$767K Sell
1,950
-23
-1% -$8.83K 0.49% 66
2021
Q1 		$719K Sell
1,973
-187
-9% -$66.3K 0.49% 62
2020
Q4 		$742K Sell
2,160
-83
-4% -$27.1K 0.53% 58
2020
Q3 		$690K Hold
2,243
– – 0.54% 53
2020
Q2 		$636K Buy
+2,243
New +$604K 0.55% 54

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Burke & Herbert Bank & Trust opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 502 shares worth $345K. The stake represents 0.09% of the portfolio and ranks #184 among its holdings. This is a return to the name: Burke & Herbert Bank & Trust previously reported a position in VOO as recently as Q4 2025.

Burke & Herbert Bank & Trust first reported a position in VOO in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.95M in Q1 2025. 3,993 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Burke & Herbert Bank & Trust held 502 shares of Vanguard S&P 500 ETF worth $345K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Burke & Herbert Bank & Trust position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.09% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #184 holding.
  • Burke & Herbert Bank & Trust first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • Burke & Herbert Bank & Trust's Vanguard S&P 500 ETF position peaked at $1.95M in Q1 2025.
  • 3,993 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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