Helium Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Helium Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.69M	Buy	10,969 +238	+2%	+$166K	6.68%	3
2026 Q2	$7.37M	Buy	10,731 +324	+3%	+$216K	6.12%	3
2026 Q1	$6.22M	Sell	10,407 -685	-6%	-$428K	5.92%	3
2025 Q4	$6.96M	Sell	11,092 -8,521	-43%	-$5.3M	7.04%	3
2025 Q3	$12M	Sell	19,613 -8,763	-31%	-$5.17M	10.03%	1
2025 Q2	$16.1M	Sell	28,376 -855	-3%	-$449K	10.19%	2
2025 Q1	$15M	Buy	29,231 +1,334	+5%	+$721K	10.93%	1
2024 Q4	$15M	Buy	+27,897	New	+$15.1M	11.91%	1

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Helium Advisors's VOO Position: Q3 2026 in Review

Helium Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q3 2026, buying an estimated $166K and bringing the position to 10,969 shares worth $7.69M. The position accounts for 6.68% of the portfolio, ranked #3.

Helium Advisors first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.1M in Q2 2025. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Helium Advisors held 10,969 shares of Vanguard S&P 500 ETF worth $7.69M as of Q3 2026.
Helium Advisors bought 238 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $166K.
Vanguard S&P 500 ETF made up 6.68% of Helium Advisors's portfolio in Q3 2026, its #3 holding.
Helium Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's Vanguard S&P 500 ETF position peaked at $16.1M in Q2 2025.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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