Birch Hill Investment Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1424177
Boston, MA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$690,421
+$14,335 QoQ
Shares Held
2,636
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $690,421 | 2,636 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $676,086 | 2,621 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $641,039 | 2,521 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $597,426 | 2,521 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $559,031 | 2,521 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $605,745 | 2,521 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $598,955 | 2,525 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $549,678 | 2,521 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $576,275 | 2,521 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $527,138 | 2,471 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $419,357 | 2,218 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $441,138 | 2,218 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $498,732 | 2,631 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $506,937 | 2,762 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $472,053 | 2,762 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $486,415 | 2,762 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $586,980 | 2,762 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $624,239 | 2,762 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $568,979 | 2,602 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||