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Helium Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Helium Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,598
Closed -$628K – 104
2025
Q2 		$628K Hold
8,598
– – 0.4% 44
2025
Q1 		$531K Hold
8,598
– – 0.39% 48
2024
Q4 		$588K Buy
+8,598
New +$578K 0.47% 42

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Helium Advisors's VUG Position: Q3 2025 in Review

Helium Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 8,598 shares — an estimated $628K sold.

Helium Advisors first reported a position in VUG in Q4 2024 and held it in 3 quarters. The position peaked at $628K in Q2 2025. 2,605 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Helium Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Helium Advisors sold 8,598 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $628K.
  • Helium Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 3 quarters.
  • Helium Advisors's Vanguard Morningstar Growth ETF position peaked at $628K in Q2 2025.
  • 2,605 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

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