Vanguard Capital Management
BHRB icon

Vanguard Capital Management’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Vanguard Capital Management’s Portfolio BHRB Stock Details BHRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.9M Buy
750,129
+187,914
+33% +$12.2M ﹤0.01% 1904
2026
Q1 		$35M Buy
+562,215
New +$36.3M ﹤0.01% 2049

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management's BHRB Position: Q2 2026 in Review

Vanguard Capital Management increased its Burke & Herbert Financial Services Corp (BHRB) stake by 33% in Q2 2026, buying an estimated $12.2M and bringing the position to 750,129 shares worth $53.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Vanguard Capital Management first reported a position in BHRB in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Vanguard Capital Management held 750,129 shares of Burke & Herbert Financial Services Corp worth $53.9M as of Q2 2026.
  • Vanguard Capital Management bought 187,914 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $12.2M.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1904 holding.
  • Vanguard Capital Management first reported a position in Burke & Herbert Financial Services Corp in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.