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Helium Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Helium Advisors’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,449
Closed -$706K – 103
2025
Q2 		$706K Buy
3,449
+342
+11% +$66.3K 0.45% 40
2025
Q1 		$603K Hold
3,107
– – 0.44% 39
2024
Q4 		$608K Buy
+3,107
New +$620K 0.48% 40

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Helium Advisors's VIG Position: Q3 2025 in Review

Helium Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2025, closing a stake of 3,449 shares — an estimated $706K sold.

Helium Advisors first reported a position in VIG in Q4 2024 and held it in 3 quarters. The position peaked at $706K in Q2 2025. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Helium Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2025 after selling out during the quarter.
  • Helium Advisors sold 3,449 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $706K.
  • Helium Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 3 quarters.
  • Helium Advisors's Vanguard Dividend Appreciation ETF position peaked at $706K in Q2 2025.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Helium Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.