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Vanguard Mid-Cap ETF shares owned by Helium Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-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 Mid-Cap ETF by Helium Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 1.1k 293.61
2025-06-30 $366k 1.3k 279.92
2025-03-31 $279k 1.1k 258.72
2024-12-31 $284k 1.1k 264.01

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 Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Creative Planning
Morgan Stanley
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Us Bancorp
Ameriprise Financial
LPL Financial
Natixis Asset Management Advisors
Envestnet Asset Management
Envestnet Portfolio Solutions
Pnc Financial Services
Moneta Group Investment Advisors

View all funds holding Vanguard Mid-Cap ETF