Milestone Investment Advisors LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1967018
MIDDLETON, WI
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$690,507
+$95,687 QoQ
Shares Held
2,278
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#361
of 556 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,507 | 2,278 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $594,820 | 2,271 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $583,740 | 2,263 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $575,435 | 2,263 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $536,285 | 2,263 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $501,820 | 2,263 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $543,753 | 2,263 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $536,806 | 2,263 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $401,411 | 1,841 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $420,834 | 1,841 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $392,740 | 1,841 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $339,191 | 1,794 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $356,808 | 1,794 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $340,070 | 1,794 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $329,270 | 1,794 | Shares | Sole | 2023-03-15 | |
| No filing history on record for this holder in this stock. | ||||||