Vanguard World shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in Vanguard World
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All positions including Vanguard World held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard World by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $193k | 3.0k | 64.20 |
| 2025-06-30 | $191k | 3.0k | 63.40 |
| 2025-03-31 | $149k | 2.4k | 62.92 |
| 2024-12-31 | $148k | 2.4k | 61.99 |
| 2024-09-30 | $72k | 1.1k | 64.88 |
| 2024-06-30 | $54k | 863 | 62.06 |
| 2024-03-31 | $54k | 863 | 62.75 |
| 2023-12-31 | $3.7k | 59 | 63.39 |
| 2023-09-30 | $4.0k | 68 | 59.40 |
| 2023-06-30 | $4.2k | 68 | 61.99 |
| 2023-03-31 | $4.3k | 68 | 62.71 |
| 2022-12-31 | $4.1k | 68 | 60.68 |
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