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Milestone Investment Advisors »

Vanguard Us Value Factor shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Vanguard Us Value Factor (VFVA) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Vanguard Us Value Factor

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Us Value Factor held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Us Value Factor by Milestone Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$518k	4.3k	120.55
2024-06-30	$392k	3.5k	113.07
2024-03-31	$90k	751	119.34

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Vanguard Index Fds Growth Etf (VUG)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Fidelity Covington Trust High Divid Etf (FDVV)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Esg Awre 1 5 Yr (SUSB)

Wisdomtree Tr Floatng Rat Trea (USFR)

Schwab Strategic Tr Fundamental Us L (FNDX)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Milestone Investment Advisors

Top funds holding Vanguard Us Value Factor

Adviser Investments

Armbruster Capital Management

Anderson Hoagland & Co

Sterling Manor Financial

Raymond James Financial Services Advisors

Goss Wealth Management

MorganRosel Wealth Management

Stokes Family Office

EP Wealth Advisors

Smart Money Group

Fortis Advisors

Leavell Investment Management

Financial Engines Advisors L.L.C

Sovereign Financial Group

View all funds holding Vanguard Us Value Factor

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