Milestone Investment Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1967018
MIDDLETON, WI
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$290,805
+$21,550 QoQ
Shares Held
1,229
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#504
of 591 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,805 | 1,229 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $269,255 | 1,252 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $275,164 | 1,252 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,536 | 72 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,923 | 112 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,726 | 112 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $21,932 | 112 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $22,182 | 112 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $20,445 | 112 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,452 | 112 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,084 | 112 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,402 | 112 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $18,192 | 112 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $24,949 | 162 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $24,599 | 162 | Shares | Sole | 2023-03-15 | |
| No filing history on record for this holder in this stock. | ||||||