Birch Hill Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-5,310	Closed	-$201K	–	153
2020 Q3	$201K	Buy	+5,310	New	+$196K	0.01%	141
2020 Q1	–	Sell	-10,710	Closed	-$325K	–	148
2019 Q4	$325K	Buy	10,710 +1,410	+15%	+$40.7K	0.02%	122
2019 Q3	$258K	Hold	9,300	–	–	0.02%	131
2019 Q2	$253K	Hold	9,300	–	–	0.02%	132
2019 Q1	$242K	Buy	+9,300	New	+$230K	0.02%	133
2018 Q4	–	Sell	-9,150	Closed	-$246K	–	147
2018 Q3	$246K	Hold	9,150	–	–	0.02%	138
2018 Q2	$228K	Hold	9,150	–	–	0.02%	133
2018 Q1	$216K	Sell	9,150 -120	-1%	-$2.92K	0.02%	135
2017 Q4	$217K	Buy	+9,270	New	+$213K	0.02%	129

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Birch Hill Investment Advisors's VUG Position: Q4 2020 in Review

Birch Hill Investment Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2020, closing a stake of 5,310 shares — an estimated $201K sold.

Birch Hill Investment Advisors first reported a position in VUG in Q4 2017 and held it in 9 quarters. The position peaked at $325K in Q4 2019. 1,356 funds tracked by Wall St. Rank hold VUG as of Q4 2020.

Birch Hill Investment Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2020 after selling out during the quarter.
Birch Hill Investment Advisors sold 5,310 Vanguard Morningstar Growth ETF shares in Q4 2020, an estimated $201K.
Birch Hill Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and held it in 9 quarters.
Birch Hill Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $325K in Q4 2019.
1,356 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2020.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.