Helium Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Helium Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$340K	Sell	4,337 -293	-6%	-$23.8K	0.3%	72
2026 Q2	$373K	Buy	4,630 +250	+6%	+$19.4K	0.31%	70
2026 Q1	$314K	Buy	4,380 +16	+0.4%	+$1.19K	0.3%	69
2025 Q4	$317K	Buy	4,364 +32	+0.7%	+$2.33K	0.32%	61
2025 Q3	$318K	Sell	4,332 -896	-17%	-$64.3K	0.27%	61
2025 Q2	$366K	Buy	5,228 +916	+21%	+$60.1K	0.23%	70
2025 Q1	$279K	Buy	4,312 +16	+0.4%	+$1.07K	0.2%	73
2024 Q4	$284K	Buy	+4,296	New	+$292K	0.22%	68

Other funds holding VO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Helium Advisors's VO Position: Q3 2026 in Review

Helium Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.3% in Q3 2026, selling an estimated $23.8K and leaving 4,337 shares worth $340K. The position accounts for 0.3% of the portfolio, ranked #72.

Helium Advisors first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $373K in Q2 2026. 2,059 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Helium Advisors held 4,337 shares of Vanguard Morningstar Mid-Cap ETF worth $340K as of Q3 2026.
Helium Advisors sold 293 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $23.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.3% of Helium Advisors's portfolio in Q3 2026, its #72 holding.
Helium Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $373K in Q2 2026.
2,059 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.