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Vanguard Total Stock Market ETF shares owned by Helium Advisors

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Helium Advisors from 13F filings

Historical chart of Helium Advisors investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market 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 Total Stock Market ETF by Helium Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 837 328.09
2025-06-30 $1.2M 3.9k 303.94
2025-03-31 $567k 2.1k 274.85
2024-12-31 $597k 2.1k 289.76

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 Total Stock Market ETF

Vanguard Group
Rakuten Investment Management
Betterment
Wealthfront Advisers
LPL Financial
Morgan Stanley
WealthNavi
Northern Trust
HB Wealth Management
Hanson McClain Advisors
Creative Planning
Wellspring Financial Advisors
Ballentine Partners
Envestnet Asset Management
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF