Birch Hill Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Hold	758	–	–	0.01%	185
2026 Q1	$243K	Hold	758	–	–	0.01%	186
2025 Q4	$254K	Sell	758 -3	-0.4%	-$998	0.01%	181
2025 Q3	$250K	Sell	761 -75	-9%	-$23.7K	0.01%	181
2025 Q2	$254K	Sell	836 -5	-0.6%	-$1.41K	0.01%	180
2025 Q1	$231K	Hold	841	–	–	0.01%	178
2024 Q4	$244K	Sell	841 -50	-6%	-$14.6K	0.01%	173
2024 Q3	$252K	Hold	891	–	–	0.01%	165
2024 Q2	$238K	Hold	891	–	–	0.01%	163
2024 Q1	$232K	Sell	891 -43	-5%	-$10.6K	0.01%	159
2023 Q4	$222K	Buy	+934	New	+$206K	0.01%	153
2023 Q2	–	Sell	-1,031	Closed	-$210K	–	162
2023 Q1	$210K	Sell	1,031 -550	-35%	-$110K	0.01%	155
2022 Q4	$302K	Sell	1,581 -235	-13%	-$45.3K	0.02%	133
2022 Q3	$326K	Sell	1,816 -307	-14%	-$61.2K	0.02%	124
2022 Q2	$400K	Sell	2,123 -186	-8%	-$38.2K	0.03%	120
2022 Q1	$526K	Sell	2,309 -200	-8%	-$45K	0.03%	116
2021 Q4	$606K	Sell	2,509 -960	-28%	-$227K	0.03%	117
2021 Q3	$770K	Sell	3,469 -99	-3%	-$22.6K	0.04%	108
2021 Q2	$795K	Sell	3,568 -134	-4%	-$29.1K	0.04%	104
2021 Q1	$765K	Sell	3,702 -150	-4%	-$30.4K	0.04%	103
2020 Q4	$750K	Sell	3,852 -479	-11%	-$87.6K	0.04%	97
2020 Q3	$738K	Buy	4,331 +20	+0.5%	+$3.36K	0.05%	93
2020 Q2	$675K	Sell	4,311 -1,000	-19%	-$147K	0.05%	91
2020 Q1	$685K	Sell	5,311 -250	-4%	-$38.7K	0.06%	89
2019 Q4	$910K	Sell	5,561 -1,190	-18%	-$186K	0.06%	90
2019 Q3	$1.02M	Sell	6,751 -370	-5%	-$55.8K	0.07%	89
2019 Q2	$1.07M	Buy	7,121 +2,700	+61%	+$398K	0.08%	85
2019 Q1	$640K	Sell	4,421 -445	-9%	-$62.1K	0.05%	100
2018 Q4	$621K	Buy	4,866 +80	+2%	+$11K	0.05%	99
2018 Q3	$716K	Buy	4,786 +620	+15%	+$91.2K	0.05%	103
2018 Q2	$585K	Sell	4,166 -30	-0.7%	-$4.18K	0.05%	105
2018 Q1	$569K	Sell	4,196 -2,800	-40%	-$393K	0.05%	103
2017 Q4	$960K	Buy	+6,996	New	+$936K	0.08%	81

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Birch Hill Investment Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 758 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #185.

Birch Hill Investment Advisors first reported a position in VTI in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.07M in Q2 2019. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Birch Hill Investment Advisors held 758 shares of Vanguard Morningstar Total Stock Market ETF worth $280K as of Q2 2026.
Birch Hill Investment Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #185 holding.
Birch Hill Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 33 quarters since.
Birch Hill Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.07M in Q2 2019.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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