Birch Hill Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Birch Hill Investment Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.2M	Buy	17,542 +598	+4%	+$71.1K	0.09%	82
2026 Q2	$2.03M	Buy	16,944 +984	+6%	+$108K	0.08%	88
2026 Q1	$1.39M	Buy	15,960 +1,320	+9%	+$122K	0.06%	103
2025 Q4	$1.38M	Buy	14,640 +1,288	+10%	+$122K	0.06%	99
2025 Q3	$1.25M	Buy	13,352 +160	+1%	+$14K	0.05%	99
2025 Q2	$1.09M	Hold	13,192	–	–	0.05%	110
2025 Q1	$894K	Buy	13,192 +1,176	+10%	+$88.6K	0.04%	114
2024 Q4	$934K	Hold	12,016	–	–	0.04%	112
2024 Q3	$881K	Hold	12,016	–	–	0.04%	110
2024 Q2	$866K	Buy	12,016 +2,456	+26%	+$163K	0.04%	110
2024 Q1	$627K	Buy	+9,560	New	+$606K	0.03%	119

Other funds holding VGT

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Birch Hill Investment Advisors's VGT Position: Q3 2026 in Review

Birch Hill Investment Advisors increased its Vanguard Information Technology ETF (VGT) stake by 3.5% in Q3 2026, buying an estimated $71.1K and bringing the position to 17,542 shares worth $2.2M. The position accounts for 0.09% of the portfolio, ranked #82.

Birch Hill Investment Advisors first reported a position in VGT in Q1 2024 and has held it in 11 quarters since. 432 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Birch Hill Investment Advisors held 17,542 shares of Vanguard Information Technology ETF worth $2.2M as of Q3 2026.
Birch Hill Investment Advisors bought 598 Vanguard Information Technology ETF shares in Q3 2026, an estimated $71.1K.
Vanguard Information Technology ETF made up 0.09% of Birch Hill Investment Advisors's portfolio in Q3 2026, its #82 holding.
Birch Hill Investment Advisors first reported a position in Vanguard Information Technology ETF in Q1 2024 and has held it in 11 quarters since.
432 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.