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Vanguard Dividend Appreciation ETF shares owned by Milestone Asset Management

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $253k 1.1k 219.97
2025-09-30 $354k 1.6k 215.90
2025-03-31 $300k 1.5k 193.99

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Series Trust State Street Spd (FLRN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Tidal Trust I Fundstrat Granny (GRNY)

View all positions for Milestone Asset Management

Top funds holding Vanguard Dividend Appreciation ETF

Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
LPL Financial
UBS Group
HB Wealth Management
Raymond James Financial
Royal Bank of Canada
Jpmorgan Chase & Co
Prudential Financial
Commonwealth Equity Services
Ameriprise Financial
HighTower Advisors
Envestnet Asset Management
Signature

View all funds holding Vanguard Dividend Appreciation ETF