FHC
VDE icon

First Heartland Consultants’s Vanguard Energy ETF VDE Stock Holding History

First Heartland Consultants’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Sell
9,073
-26
-0.3% -$4.21K 0.09% 182
2026
Q1 		$1.57M Sell
9,099
-32
-0.4% -$4.84K 0.12% 148
2025
Q4 		$1.15M Sell
9,131
-174
-2% -$21.9K 0.09% 165
2025
Q3 		$1.17M Buy
9,305
+693
+8% +$85.3K 0.09% 162
2025
Q2 		$1.03M Buy
8,612
+132
+2% +$15.4K 0.09% 164
2025
Q1 		$1.1M Buy
8,480
+5,649
+200% +$713K 0.11% 137
2024
Q4 		$343K Buy
+2,831
New +$360K 0.04% 317
2024
Q1 		– Sell
-1,884
Closed -$221K – 439
2023
Q4 		$221K Buy
1,884
+69
+4% +$8.27K 0.03% 339
2023
Q3 		$230K Buy
+1,815
New +$222K 0.03% 345
2023
Q2 		– Sell
-1,959
Closed -$224K – 404
2023
Q1 		$224K Sell
1,959
-256
-12% -$30.4K 0.03% 326
2022
Q4 		$269K Buy
+2,215
New +$270K 0.04% 297
2020
Q1 		– Sell
-3,509
Closed -$286K – 307
2019
Q4 		$286K Buy
+3,509
New +$273K 0.06% 236
2013
Q3 		– Sell
-119
Closed -$13K – 366
2013
Q2 		$13K Buy
+119
New +$13.5K 0.01% 343

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

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

First Heartland Consultants reduced its Vanguard Energy ETF (VDE) stake by 0.29% in Q2 2026, selling an estimated $4.21K and leaving 9,073 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #182.

First Heartland Consultants first reported a position in VDE in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.57M in Q1 2026. 237 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • First Heartland Consultants held 9,073 shares of Vanguard Energy ETF worth $1.36M as of Q2 2026.
  • First Heartland Consultants sold 26 Vanguard Energy ETF shares in Q2 2026, an estimated $4.21K.
  • Vanguard Energy ETF made up 0.09% of First Heartland Consultants's portfolio in Q2 2026, its #182 holding.
  • First Heartland Consultants first reported a position in Vanguard Energy ETF in Q2 2013 and has held it in 13 quarters since.
  • First Heartland Consultants's Vanguard Energy ETF position peaked at $1.57M in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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