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Birch Hill Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Birch Hill Investment Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$799K Hold
2,636
– – 0.03% 128
2026
Q1 		$690K Buy
2,636
+15
+0.6% +$4.06K 0.03% 129
2025
Q4 		$676K Buy
2,621
+100
+4% +$25.6K 0.03% 129
2025
Q3 		$641K Hold
2,521
– – 0.03% 131
2025
Q2 		$597K Hold
2,521
– – 0.03% 136
2025
Q1 		$559K Hold
2,521
– – 0.03% 134
2024
Q4 		$606K Sell
2,521
-4
-0.2% -$984 0.03% 133
2024
Q3 		$599K Buy
2,525
+4
+0.2% +$909 0.03% 129
2024
Q2 		$550K Hold
2,521
– – 0.03% 128
2024
Q1 		$576K Buy
2,521
+50
+2% +$10.8K 0.03% 122
2023
Q4 		$527K Buy
2,471
+253
+11% +$48.7K 0.03% 115
2023
Q3 		$419K Hold
2,218
– – 0.03% 123
2023
Q2 		$441K Sell
2,218
-413
-16% -$78K 0.03% 120
2023
Q1 		$499K Sell
2,631
-131
-5% -$25.4K 0.03% 118
2022
Q4 		$507K Hold
2,762
– – 0.03% 115
2022
Q3 		$472K Hold
2,762
– – 0.03% 109
2022
Q2 		$486K Hold
2,762
– – 0.03% 114
2022
Q1 		$587K Hold
2,762
– – 0.03% 113
2021
Q4 		$624K Buy
2,762
+160
+6% +$36.4K 0.03% 115
2021
Q3 		$569K Buy
+2,602
New +$578K 0.03% 118

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Birch Hill Investment Advisors's VB Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,636 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #128.

Birch Hill Investment Advisors first reported a position in VB in Q3 2021 and has held it in 20 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Birch Hill Investment Advisors held 2,636 shares of Vanguard Morningstar Small-Cap ETF worth $799K as of Q2 2026.
  • Birch Hill Investment Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #128 holding.
  • Birch Hill Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.