Milestone Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Milestone Asset Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$437K	Buy	1,845 +539	+41%	+$124K	0.07%	195
2026 Q1	$281K	Buy	1,306 +158	+14%	+$35.2K	0.05%	206
2025 Q4	$253K	Sell	1,148 -491	-30%	-$107K	0.05%	191
2025 Q3	$354K	Buy	+1,639	New	+$344K	0.07%	181
2025 Q2	–	Sell	-1,545	Closed	-$300K	–	248
2025 Q1	$300K	Buy	+1,545	New	+$307K	0.06%	187

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Milestone Asset Management's VIG Position: Q2 2026 in Review

Milestone Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 41% in Q2 2026, buying an estimated $124K and bringing the position to 1,845 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #195.

Milestone Asset Management first reported a position in VIG in Q1 2025 and has held it in 5 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Milestone Asset Management held 1,845 shares of Vanguard Dividend Appreciation ETF worth $437K as of Q2 2026.
Milestone Asset Management bought 539 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $124K.
Vanguard Dividend Appreciation ETF made up 0.07% of Milestone Asset Management's portfolio in Q2 2026, its #195 holding.
Milestone Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 5 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.