Birch Hill Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Hold	1,344	–	–	0.01%	176
2026 Q1	$289K	Hold	1,344	–	–	0.01%	172
2025 Q4	$295K	Buy	+1,344	New	+$294K	0.01%	172
2019 Q2	–	Sell	-2,800	Closed	-$307K	–	145
2019 Q1	$307K	Sell	2,800 -2,657	-49%	-$280K	0.02%	126
2018 Q4	$535K	Hold	5,457	–	–	0.05%	105
2018 Q3	$604K	Buy	5,457 +2,457	+82%	+$264K	0.04%	109
2018 Q2	$305K	Hold	3,000	–	–	0.02%	125
2018 Q1	$303K	Sell	3,000 -488	-14%	-$50.6K	0.03%	121
2017 Q4	$356K	Buy	+3,488	New	+$343K	0.03%	112

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Birch Hill Investment Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,344 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #176.

Birch Hill Investment Advisors first reported a position in VIG in Q4 2017 and has held it in 9 quarters since. The position peaked at $604K in Q3 2018. 1,754 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Birch Hill Investment Advisors held 1,344 shares of Vanguard Dividend Appreciation ETF worth $318K as of Q2 2026.
Birch Hill Investment Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #176 holding.
Birch Hill Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 9 quarters since.
Birch Hill Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $604K in Q3 2018.
1,754 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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