Milestone Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Milestone Investment Advisors’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	$291K	Sell	1,229 -23	-2%	-$5.28K	0.06%	80
2026 Q1	$269K	Hold	1,252	–	–	0.07%	79
2025 Q4	$275K	Buy	1,252 +1,180	+1,639%	+$258K	0.07%	78
2025 Q3	$15.5K	Sell	72 -40	-36%	-$8.4K	﹤0.01%	113
2025 Q2	$22.9K	Hold	112	–	–	0.01%	109
2025 Q1	$21.7K	Hold	112	–	–	0.01%	111
2024 Q4	$21.9K	Hold	112	–	–	0.01%	112
2024 Q3	$22.2K	Hold	112	–	–	0.01%	111
2024 Q2	$20.4K	Hold	112	–	–	0.01%	110
2024 Q1	$20.5K	Hold	112	–	–	0.01%	108
2023 Q4	$19.1K	Hold	112	–	–	0.01%	105
2023 Q3	$17.4K	Hold	112	–	–	0.01%	264
2023 Q2	$18.2K	Sell	112 -50	-31%	-$7.83K	0.01%	97
2023 Q1	$24.9K	Hold	162	–	–	0.01%	254
2022 Q4	$24.6K	Buy	+162	New	+$24.1K	0.01%	97

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 Investment Advisors's VIG Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q2 2026, selling an estimated $5.28K and leaving 1,229 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #80.

Milestone Investment Advisors first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Milestone Investment Advisors held 1,229 shares of Vanguard Dividend Appreciation ETF worth $291K as of Q2 2026.
Milestone Investment Advisors sold 23 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.28K.
Vanguard Dividend Appreciation ETF made up 0.06% of Milestone Investment Advisors's portfolio in Q2 2026, its #80 holding.
Milestone Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.