First Heartland Consultants’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$483K	Buy	3,667 +38	+1%	+$4.85K	0.03%	331
2026 Q1	$438K	Hold	3,629	–	–	0.03%	309
2025 Q4	$484K	Hold	3,629	–	–	0.04%	304
2025 Q3	$476K	Sell	3,629 -35	-1%	-$4.53K	0.04%	296
2025 Q2	$466K	Buy	3,664 +798	+28%	+$95.1K	0.04%	285
2025 Q1	$342K	Hold	2,866	–	–	0.04%	316
2024 Q4	$338K	Buy	2,866 +890	+45%	+$105K	0.03%	322
2024 Q3	$217K	Buy	+1,976	New	+$209K	0.02%	418
2023 Q4	–	Sell	-2,989	Closed	-$240K	–	387
2023 Q3	$240K	Sell	2,989 -44	-1%	-$3.68K	0.03%	333
2023 Q2	$246K	Sell	3,033 -66	-2%	-$5.18K	0.03%	326
2023 Q1	$241K	Hold	3,099	–	–	0.04%	314
2022 Q4	$256K	Sell	3,099 -401	-11%	-$33.1K	0.04%	306
2022 Q3	$260	Hold	3,500	–	–	0.02%	285
2022 Q2	$270K	Hold	3,500	–	–	0.04%	283
2022 Q1	$326K	Hold	3,500	–	–	0.05%	248
2021 Q4	$337	Buy	3,500 +164	+5%	+$16K	0.01%	254
2021 Q3	$309K	Sell	3,336 -1,547	-32%	-$143K	0.05%	273
2021 Q2	$442K	Buy	4,883 +322	+7%	+$29.1K	0.07%	232
2021 Q1	$385K	Sell	4,561 -417	-8%	-$33.2K	0.06%	247
2020 Q4	$363K	Buy	4,978 +513	+11%	+$33.9K	0.06%	212
2020 Q3	$261K	Buy	+4,465	New	+$265K	0.05%	232
2019 Q2	–	Sell	-4,143	Closed	-$267K	–	298
2019 Q1	$267K	Sell	4,143 -988	-19%	-$64.1K	0.07%	215
2018 Q4	$305K	Sell	5,131 -1,741	-25%	-$113K	0.11%	172
2018 Q3	$477K	Sell	6,872 -621	-8%	-$43.9K	0.15%	136
2018 Q2	$505K	Sell	7,493 -940	-11%	-$65.6K	0.18%	130
2018 Q1	$586K	Buy	8,433 +1,827	+28%	+$132K	0.18%	137
2017 Q4	$463K	Sell	6,606 -144	-2%	-$9.76K	0.14%	165
2017 Q3	$441K	Sell	6,750 -311	-4%	-$19.6K	0.11%	231
2017 Q2	$442K	Sell	7,061 -125	-2%	-$7.55K	0.11%	217
2017 Q1	$435K	Buy	+7,186	New	+$438K	0.12%	202

Other funds holding VFH

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

First Heartland Consultants increased its Vanguard Financials ETF (VFH) stake by 1% in Q2 2026, buying an estimated $4.85K and bringing the position to 3,667 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #331.

First Heartland Consultants first reported a position in VFH in Q1 2017 and has held it in 30 quarters since. The position peaked at $586K in Q1 2018. 226 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

First Heartland Consultants held 3,667 shares of Vanguard Financials ETF worth $483K as of Q2 2026.
First Heartland Consultants bought 38 Vanguard Financials ETF shares in Q2 2026, an estimated $4.85K.
Vanguard Financials ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #331 holding.
First Heartland Consultants first reported a position in Vanguard Financials ETF in Q1 2017 and has held it in 30 quarters since.
First Heartland Consultants's Vanguard Financials ETF position peaked at $586K in Q1 2018.
226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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