Milestone Investment Advisors LLC
Position in VXF — Vanguard Extended Market ETF
CIK 1967018
MIDDLETON, WI
Position in VXF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$432,837
+$71,041 QoQ
Shares Held
1,758
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#197
of 286 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,837 | 1,758 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $361,796 | 1,758 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $367,632 | 1,758 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $368,019 | 1,758 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $338,784 | 1,758 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $302,833 | 1,758 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $333,984 | 1,758 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $319,938 | 1,758 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $296,732 | 1,758 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $311,980 | 1,780 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $308,123 | 1,874 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $433,859 | 3,027 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $591,599 | 3,975 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,279,044 | 9,123 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,681,343 | 12,655 | Shares | Sole | 2023-03-15 | |
| No filing history on record for this holder in this stock. | ||||||