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

Vanguard Portfolio 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 		$10.5M Buy
146,645
+12,670
+9% +$820K ﹤0.01% 2179
2026
Q1 		$8.35M Buy
+133,975
New +$8.66M ﹤0.01% 2167

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

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

Vanguard Portfolio Management increased its Burke & Herbert Financial Services Corp (BHRB) stake by 9.5% in Q2 2026, buying an estimated $820K and bringing the position to 146,645 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Vanguard Portfolio 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 Portfolio Management held 146,645 shares of Burke & Herbert Financial Services Corp worth $10.5M as of Q2 2026.
  • Vanguard Portfolio Management bought 12,670 Burke & Herbert Financial Services Corp shares in Q2 2026, an estimated $820K.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #2179 holding.
  • Vanguard Portfolio 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 Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.