MILESTONE ASSET MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1964722
PITTSBURGH, PA
Position in VIG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$280,868
+$28,561 QoQ
Shares Held
1,306
+13.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,868 | 1,306 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $252,307 | 1,148 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $353,679 | 1,639 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $299,714 | 1,545 | Shares | Other | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||