First Heartland Consultants’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Buy	6,495 +1,575	+32%	+$91.8K	0.02%	394
2026 Q1	$288K	Buy	4,920 +648	+15%	+$38K	0.02%	418
2025 Q4	$251K	Buy	4,272 +430	+11%	+$25.3K	0.02%	464
2025 Q3	$226K	Buy	+3,842	New	+$225K	0.02%	477

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

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

First Heartland Consultants increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 32% in Q2 2026, buying an estimated $91.8K and bringing the position to 6,495 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #394.

First Heartland Consultants first reported a position in VGSH in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

First Heartland Consultants held 6,495 shares of Vanguard Short-Term Treasury ETF worth $378K as of Q2 2026.
First Heartland Consultants bought 1,575 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $91.8K.
Vanguard Short-Term Treasury ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #394 holding.
First Heartland Consultants first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
348 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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