FHC
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First Heartland Consultants’s Vanguard Small-Cap ETF VB Stock Holding History

First Heartland Consultants’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.17M Sell
20,353
-410
-2% -$118K 0.4% 65
2026
Q1 		$5.44M Buy
20,763
+731
+4% +$198K 0.42% 61
2025
Q4 		$5.17M Sell
20,032
-201
-1% -$51.5K 0.39% 65
2025
Q3 		$5.14M Sell
20,233
-94
-0.5% -$23.3K 0.42% 65
2025
Q2 		$4.82M Buy
20,327
+3,223
+19% +$719K 0.43% 61
2025
Q1 		$3.79M Sell
17,104
-2,511
-13% -$600K 0.39% 67
2024
Q4 		$4.71M Buy
19,615
+773
+4% +$190K 0.48% 53
2024
Q3 		$4.47M Sell
18,842
-14,491
-43% -$3.29M 0.48% 50
2024
Q2 		$7.27K Sell
33,333
-186
-0.6% -$40.8K 0.51% 40
2024
Q1 		$7.66M Buy
33,519
+1,534
+5% +$330K 0.8% 36
2023
Q4 		$6.82M Buy
31,985
+8,919
+39% +$1.72M 0.82% 33
2023
Q3 		$4.36M Sell
23,066
-10
-0% -$1.99K 0.55% 54
2023
Q2 		$4.59M Buy
23,076
+1,499
+7% +$283K 0.59% 42
2023
Q1 		$4.09M Buy
21,577
+1,989
+10% +$386K 0.62% 43
2022
Q4 		$3.6M Buy
19,588
+276
+1% +$51.2K 0.58% 44
2022
Q3 		$3.3K Buy
19,312
+2,326
+14% +$439K 0.28% 46
2022
Q2 		$2.99M Buy
16,986
+8,410
+98% +$1.62M 0.47% 47
2022
Q1 		$1.82M Sell
8,576
-2,165
-20% -$456K 0.28% 75
2021
Q4 		$2.43K Sell
10,741
-38
-0.4% -$8.63K 0.09% 65
2021
Q3 		$2.36M Sell
10,779
-612
-5% -$136K 0.36% 71
2021
Q2 		$2.57M Buy
11,391
+295
+3% +$65.4K 0.39% 70
2021
Q1 		$2.38M Sell
11,096
-700
-6% -$147K 0.38% 71
2020
Q4 		$2.3M Sell
11,796
-110
-0.9% -$19.4K 0.38% 58
2020
Q3 		$1.83M Sell
11,906
-146
-1% -$22.4K 0.35% 68
2020
Q2 		$1.76M Buy
12,052
+1,174
+11% +$158K 0.35% 67
2020
Q1 		$1.26M Sell
10,878
-497
-4% -$74.7K 0.32% 75
2019
Q4 		$1.88M Buy
11,375
+155
+1% +$24.7K 0.37% 68
2019
Q3 		$1.73M Sell
11,220
-116
-1% -$18K 0.37% 69
2019
Q2 		$1.78M Sell
11,336
-1,009
-8% -$156K 0.43% 63
2019
Q1 		$1.89M Sell
12,345
-261
-2% -$38.8K 0.53% 48
2018
Q4 		$1.66M Buy
12,606
+1,256
+11% +$183K 0.62% 51
2018
Q3 		$1.84M Buy
11,350
+747
+7% +$121K 0.58% 49
2018
Q2 		$1.65M Buy
10,603
+689
+7% +$105K 0.58% 49
2018
Q1 		$1.46M Buy
9,914
+968
+11% +$145K 0.44% 69
2017
Q4 		$1.32M Buy
8,946
+162
+2% +$23.4K 0.4% 74
2017
Q3 		$1.24M Buy
8,784
+1,058
+14% +$144K 0.3% 97
2017
Q2 		$1.05M Buy
7,726
+342
+5% +$45.8K 0.27% 102
2017
Q1 		$984K Buy
7,384
+2,047
+38% +$271K 0.27% 108
2016
Q4 		$688K Buy
5,337
+2,336
+78% +$290K 0.21% 136
2016
Q3 		$367K Buy
+3,001
New +$363K 0.11% 207
2013
Q3 		– Sell
-694
Closed -$65K – 362
2013
Q2 		$65K Buy
+694
New +$64.2K 0.04% 253

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

First Heartland Consultants's VB Position: Q2 2026 in Review

First Heartland Consultants reduced its Vanguard Small-Cap ETF (VB) stake by 2% in Q2 2026, selling an estimated $118K and leaving 20,353 shares worth $6.17M. The position accounts for 0.4% of the portfolio, ranked #65.

First Heartland Consultants first reported a position in VB in Q2 2013 and has held it in 41 quarters since. The position peaked at $7.66M in Q1 2024. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • First Heartland Consultants held 20,353 shares of Vanguard Small-Cap ETF worth $6.17M as of Q2 2026.
  • First Heartland Consultants sold 410 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Small-Cap ETF made up 0.4% of First Heartland Consultants's portfolio in Q2 2026, its #65 holding.
  • First Heartland Consultants first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 41 quarters since.
  • First Heartland Consultants's Vanguard Small-Cap ETF position peaked at $7.66M in Q1 2024.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.