First Heartland Consultants’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

First Heartland Consultants’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Sell	4,965 -3,491	-41%	-$1.19M	0.12%	148
2026 Q1	$2.56M	Sell	8,456 -8,950	-51%	-$2.81M	0.2%	100
2025 Q4	$5.26M	Buy	17,406 +1	+0%	+$302	0.4%	64
2025 Q3	$5.18M	Sell	17,405 -430	-2%	-$124K	0.42%	64
2025 Q2	$4.94M	Buy	17,835 +80	+0.5%	+$20.6K	0.44%	59
2025 Q1	$4.47M	Sell	17,755 -5,403	-23%	-$1.5M	0.46%	63
2024 Q4	$6.49M	Sell	23,158 -10,543	-31%	-$2.98M	0.67%	40
2024 Q3	$9.01M	Buy	33,701 +8,153	+32%	+$2.09M	0.97%	26
2024 Q2	$6.39K	Buy	25,548 +13,447	+111%	+$3.35M	0.45%	45
2024 Q1	$3.15M	Buy	+12,101	New	+$2.97M	0.33%	77
2015 Q2	–	Sell	-11,896	Closed	-$1.57M	–	271
2015 Q1	$1.57M	Buy	+11,896	New	+$1.54M	0.6%	41
2013 Q3	–	Sell	-450	Closed	-$46K	–	363
2013 Q2	$46K	Buy	+450	New	+$45.5K	0.03%	272

Other funds holding VBK

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

First Heartland Consultants reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 41% in Q2 2026, selling an estimated $1.19M and leaving 4,965 shares worth $1.82M. The position accounts for 0.12% of the portfolio, ranked #148.

First Heartland Consultants first reported a position in VBK in Q2 2013 and has held it in 12 quarters since. The position peaked at $9.01M in Q3 2024. 436 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

First Heartland Consultants held 4,965 shares of Vanguard Small-Cap Growth ETF worth $1.82M as of Q2 2026.
First Heartland Consultants sold 3,491 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $1.19M.
Vanguard Small-Cap Growth ETF made up 0.12% of First Heartland Consultants's portfolio in Q2 2026, its #148 holding.
First Heartland Consultants first reported a position in Vanguard Small-Cap Growth ETF in Q2 2013 and has held it in 12 quarters since.
First Heartland Consultants's Vanguard Small-Cap Growth ETF position peaked at $9.01M in Q3 2024.
436 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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