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Birch Hill Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Birch Hill Investment Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Hold
16,748
– – 0.05% 100
2026
Q1 		$1.2M Buy
16,748
+24
+0.1% +$1.78K 0.05% 105
2025
Q4 		$1.21M Sell
16,724
-12
-0.1% -$873 0.05% 104
2025
Q3 		$1.23M Buy
16,736
+148
+0.9% +$10.6K 0.05% 101
2025
Q2 		$1.16M Hold
16,588
– – 0.05% 106
2025
Q1 		$1.07M Buy
16,588
+328
+2% +$22K 0.05% 106
2024
Q4 		$1.07M Sell
16,260
-32
-0.2% -$2.17K 0.05% 108
2024
Q3 		$1.07M Buy
16,292
+12
+0.1% +$753 0.05% 103
2024
Q2 		$985K Hold
16,280
– – 0.05% 105
2024
Q1 		$1.02M Sell
16,280
-320
-2% -$18.9K 0.05% 103
2023
Q4 		$965K Buy
16,600
+448
+3% +$23.9K 0.05% 99
2023
Q3 		$841K Hold
16,152
– – 0.05% 102
2023
Q2 		$889K Hold
16,152
– – 0.05% 100
2023
Q1 		$852K Hold
16,152
– – 0.05% 101
2022
Q4 		$823K Hold
16,152
– – 0.05% 97
2022
Q3 		$759K Sell
16,152
-124
-0.8% -$6.48K 0.05% 95
2022
Q2 		$801K Hold
16,276
– – 0.05% 98
2022
Q1 		$968K Sell
16,276
-60
-0.4% -$3.52K 0.05% 101
2021
Q4 		$1.04M Buy
16,336
+1,248
+8% +$78.2K 0.05% 98
2021
Q3 		$893K Buy
15,088
+264
+2% +$16K 0.05% 102
2021
Q2 		$880K Hold
14,824
– – 0.05% 101
2021
Q1 		$820K Hold
14,824
– – 0.05% 100
2020
Q4 		$766K Buy
14,824
+40
+0.3% +$1.94K 0.05% 96
2020
Q3 		$651K Sell
14,784
-660
-4% -$28.8K 0.04% 99
2020
Q2 		$633K Hold
15,444
– – 0.05% 94
2020
Q1 		$508K Hold
15,444
– – 0.04% 95
2019
Q4 		$688K Hold
15,444
– – 0.05% 99
2019
Q3 		$647K Sell
15,444
-2,048
-12% -$85.6K 0.05% 100
2019
Q2 		$731K Hold
17,492
– – 0.05% 97
2019
Q1 		$703K Buy
17,492
+1,244
+8% +$47.8K 0.05% 98
2018
Q4 		$561K Hold
16,248
– – 0.05% 101
2018
Q3 		$667K Buy
16,248
+2,048
+14% +$83.6K 0.05% 105
2018
Q2 		$560K Hold
14,200
– – 0.04% 110
2018
Q1 		$547K Hold
14,200
– – 0.05% 104
2017
Q4 		$549K Buy
14,200
+160
+1% +$6.04K 0.05% 99
2017
Q3 		$516K Hold
14,040
– – 0.04% 100
2017
Q2 		$500K Buy
14,040
+640
+5% +$22.6K 0.04% 100
2017
Q1 		$466K Buy
13,400
+300
+2% +$10.3K 0.04% 99
2016
Q4 		$431K Sell
13,100
-1,392
-10% -$45.1K 0.04% 100
2016
Q3 		$469K Hold
14,492
– – 0.04% 99
2016
Q2 		$448K Hold
14,492
– – 0.04% 100
2016
Q1 		$439K Hold
14,492
– – 0.05% 100
2015
Q4 		$435K Hold
14,492
– – 0.05% 99
2015
Q3 		$423K Sell
14,492
-1,408
-9% -$43.9K 0.05% 100
2015
Q2 		$507K Buy
15,900
+3,120
+24% +$101K 0.05% 103
2015
Q1 		$424K Buy
12,780
+780
+7% +$24.5K 0.04% 110
2014
Q4 		$371K Hold
12,000
– – 0.04% 113
2014
Q3 		$352K Hold
12,000
– – 0.04% 110
2014
Q2 		$356K Hold
12,000
– – 0.04% 108
2014
Q1 		$341K Hold
12,000
– – 0.04% 112
2013
Q4 		$330K Buy
+12,000
New +$320K 0.04% 118

Other funds holding VO

JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Birch Hill Investment Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 16,748 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #100.

Birch Hill Investment Advisors first reported a position in VO in Q4 2013 and has held it in 51 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Birch Hill Investment Advisors held 16,748 shares of Vanguard Morningstar Mid-Cap ETF worth $1.35M as of Q2 2026.
  • Birch Hill Investment Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Birch Hill Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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