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Birch Hill Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Birch Hill Investment Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58M Sell
2,651
-40
-1% -$25K 0.07% 95
2025
Q4 		$1.69M Buy
2,691
+678
+34% +$421K 0.07% 96
2025
Q3 		$1.23M Buy
2,013
+7
+0.3% +$4.13K 0.05% 100
2025
Q2 		$1.14M Sell
2,006
-50
-2% -$26.3K 0.05% 108
2025
Q1 		$1.06M Sell
2,056
-72
-3% -$38.9K 0.05% 107
2024
Q4 		$1.15M Sell
2,128
-324
-13% -$175K 0.05% 104
2024
Q3 		$1.29M Hold
2,452
– – 0.06% 98
2024
Q2 		$1.23M Sell
2,452
-12
-0.5% -$5.77K 0.06% 98
2024
Q1 		$1.18M Sell
2,464
-76
-3% -$34.8K 0.06% 100
2023
Q4 		$1.11M Sell
2,540
-52
-2% -$21.3K 0.06% 96
2023
Q3 		$1.02M Sell
2,592
-90
-3% -$36.8K 0.06% 93
2023
Q2 		$1.09M Sell
2,682
-50
-2% -$19.3K 0.06% 93
2023
Q1 		$1.03M Buy
2,732
+132
+5% +$48.4K 0.06% 96
2022
Q4 		$913K Buy
2,600
+290
+13% +$102K 0.06% 96
2022
Q3 		$758K Hold
2,310
– – 0.05% 96
2022
Q2 		$801K Buy
2,310
+20
+0.9% +$7.53K 0.05% 99
2022
Q1 		$951K Hold
2,290
– – 0.05% 102
2021
Q4 		$1M Hold
2,290
– – 0.05% 99
2021
Q3 		$903K Buy
2,290
+726
+46% +$295K 0.05% 101
2021
Q2 		$615K Sell
1,564
-25
-2% -$9.6K 0.03% 112
2021
Q1 		$579K Sell
1,589
-163
-9% -$57.8K 0.03% 110
2020
Q4 		$602K Hold
1,752
– – 0.04% 105
2020
Q3 		$539K Hold
1,752
– – 0.04% 103
2020
Q2 		$497K Sell
1,752
-156
-8% -$42K 0.04% 101
2020
Q1 		$452K Hold
1,908
– – 0.04% 99
2019
Q4 		$564K Sell
1,908
-70
-4% -$19.8K 0.04% 104
2019
Q3 		$539K Hold
1,978
– – 0.04% 106
2019
Q2 		$532K Sell
1,978
-5
-0.3% -$1.32K 0.04% 106
2019
Q1 		$515K Buy
1,983
+72
+4% +$18K 0.04% 106
2018
Q4 		$439K Buy
1,911
+9
+0.5% +$2.23K 0.04% 111
2018
Q3 		$508K Sell
1,902
-57
-3% -$14.9K 0.04% 115
2018
Q2 		$489K Buy
1,959
+259
+15% +$64.3K 0.04% 115
2018
Q1 		$412K Hold
1,700
– – 0.03% 114
2017
Q4 		$417K Hold
1,700
– – 0.03% 107
2017
Q3 		$392K Buy
1,700
+238
+16% +$53.9K 0.03% 108
2017
Q2 		$325K Buy
1,462
+198
+16% +$43.6K 0.03% 113
2017
Q1 		$273K Buy
1,264
+92
+8% +$19.6K 0.02% 116
2016
Q4 		$241K Sell
1,172
-312
-21% -$62.6K 0.02% 117
2016
Q3 		$295K Buy
1,484
+38
+3% +$7.54K 0.03% 114
2016
Q2 		$278K Buy
1,446
+246
+21% +$46.8K 0.03% 117
2016
Q1 		$226K Buy
+1,200
New +$215K 0.02% 122

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Birch Hill Investment Advisors's VOO Position: Q1 2026 in Review

Birch Hill Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q1 2026, selling an estimated $25K and leaving 2,651 shares worth $1.58M. The position accounts for 0.07% of the portfolio, ranked #95.

Birch Hill Investment Advisors first reported a position in VOO in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.69M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Birch Hill Investment Advisors held 2,651 shares of Vanguard S&P 500 ETF worth $1.58M as of Q1 2026.
  • Birch Hill Investment Advisors sold 40 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $25K.
  • Vanguard S&P 500 ETF made up 0.07% of Birch Hill Investment Advisors's portfolio in Q1 2026, its #95 holding.
  • Birch Hill Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2016 and has held it in 41 quarters since.
  • Birch Hill Investment Advisors's Vanguard S&P 500 ETF position peaked at $1.69M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.