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Milestone Investment Advisors LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Milestone Investment Advisors LLC on VUG, newest first. How the timeline and the estimate are built.

Milestone Investment Advisors LLC held 245,212 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,212 shares
    Change vs previous 13F +204,270 shares

    4.56% of the 13F portfolio, value $21,122,534.

    13F-HR 0001967018-26-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,942 shares
    Change vs previous 13F -473 shares

    4.32% of the 13F portfolio, value $17,883,226.

    13F-HR 0001967018-26-000002 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,415 shares
    Change vs previous 13F -655 shares

    4.89% of the 13F portfolio, value $20,204,887.

    13F-HR 0001967018-26-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,070 shares
    Change vs previous 13F -125 shares

    5.01% of the 13F portfolio, value $20,177,310.

    13F-HR 0001967018-25-000005 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,195 shares
    Change vs previous 13F -2,896 shares

    4.83% of the 13F portfolio, value $18,498,372.

    13F-HR 0001967018-25-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,091 shares
    Change vs previous 13F -3,099 shares

    4.64% of the 13F portfolio, value $16,720,716.

    13F-HR 0001967018-25-000002 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,190 shares
    Change vs previous 13F +1,073 shares

    5.37% of the 13F portfolio, value $19,779,157.

    13F-HR 0001967018-25-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 47,117 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $18,089,655.

    13F-HR 0001967018-24-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).