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Vanguard Small-Cap ETF shares owned by Helium Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Helium Advisors from 13F filings

Historical chart of Helium Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Helium Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Helium Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $259k 1.1k 236.94
2024-12-31 $201k 837 240.22

More positions owned by Helium Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Oracle Corporation (ORCL)

View all positions for Helium Advisors

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF