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Birch Hill Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Birch Hill Investment Advisors’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$430K Hold
2,720
– – 0.02% 158
2026
Q1 		$403K Hold
2,720
– – 0.02% 156
2025
Q4 		$390K Buy
2,720
+715
+36% +$102K 0.02% 160
2025
Q3 		$283K Hold
2,005
– – 0.01% 174
2025
Q2 		$267K Hold
2,005
– – 0.01% 174
2025
Q1 		$259K Buy
+2,005
New +$262K 0.01% 169
2024
Q4 		– Sell
-5,818
Closed -$746K – 187
2024
Q3 		$746K Hold
5,818
– – 0.04% 119
2024
Q2 		$690K Hold
5,818
– – 0.03% 118
2024
Q1 		$704K Buy
+5,818
New +$667K 0.03% 112

Other funds holding VYM

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

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

Birch Hill Investment Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 2,720 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #158.

Birch Hill Investment Advisors first reported a position in VYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $746K in Q3 2024. 752 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Birch Hill Investment Advisors held 2,720 shares of Vanguard High Dividend Yield ETF worth $430K as of Q2 2026.
  • Birch Hill Investment Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • Birch Hill Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q1 2024 and has held it in 9 quarters since.
  • Birch Hill Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $746K in Q3 2024.
  • 752 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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