Helium Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Helium Advisors’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Sell	607 -167	-22%	-$59.7K	0.19%	97
2026 Q1	$248K	Sell	774 -41	-5%	-$13.8K	0.24%	84
2025 Q4	$273K	Sell	815 -22	-3%	-$7.32K	0.28%	67
2025 Q3	$275K	Sell	837 -3,091	-79%	-$976K	0.23%	68
2025 Q2	$1.19M	Buy	3,928 +1,866	+90%	+$525K	0.75%	25
2025 Q1	$567K	Buy	2,062 +2	+0.1%	+$581	0.41%	44
2024 Q4	$597K	Buy	+2,060	New	+$601K	0.47%	41

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Helium Advisors's VTI Position: Q2 2026 in Review

Helium Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, selling an estimated $59.7K and leaving 607 shares worth $224K. The position accounts for 0.19% of the portfolio, ranked #97.

Helium Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q2 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Helium Advisors held 607 shares of Vanguard Morningstar Total Stock Market ETF worth $224K as of Q2 2026.
Helium Advisors sold 167 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $59.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.19% of Helium Advisors's portfolio in Q2 2026, its #97 holding.
Helium Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Helium Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.19M in Q2 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.