First Heartland Consultants’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Buy	3,816 +268	+8%	+$20.8K	0.02%	460
2026 Q1	$255K	Sell	3,548 -11,252	-76%	-$836K	0.02%	448
2025 Q4	$1.07M	Buy	14,800 +11,436	+340%	+$832K	0.08%	172
2025 Q3	$247K	Buy	3,364 +104	+3%	+$7.47K	0.02%	458
2025 Q2	$228K	Sell	3,260 -252	-7%	-$16.5K	0.02%	446
2025 Q1	$227K	Buy	+3,512	New	+$236K	0.02%	396
2022 Q3	–	Sell	-33,884	Closed	-$1.67M	–	375
2022 Q2	$1.67M	Buy	33,884 +1,780	+6%	+$96.2K	0.26%	88
2022 Q1	$1.91M	Buy	+32,104	New	+$1.88M	0.3%	73
2021 Q3	–	Sell	-3,684	Closed	-$219K	–	418
2021 Q2	$219K	Buy	+3,684	New	+$214K	0.03%	358
2021 Q1	–	Sell	-7,700	Closed	-$398K	–	419
2020 Q4	$398K	Sell	7,700 -756	-9%	-$36.6K	0.07%	189
2020 Q3	$373K	Buy	8,456 +408	+5%	+$17.8K	0.07%	184
2020 Q2	$330K	Sell	8,048 -808	-9%	-$30.9K	0.07%	201
2020 Q1	$291K	Sell	8,856 -1,432	-14%	-$59.3K	0.08%	189
2019 Q4	$458K	Sell	10,288 -616	-6%	-$26.5K	0.09%	181
2019 Q3	$457K	Sell	10,904 -1,536	-12%	-$64.2K	0.1%	172
2019 Q2	$520K	Sell	12,440 -4,484	-26%	-$183K	0.12%	146
2019 Q1	$680K	Sell	16,924 -804	-5%	-$30.9K	0.19%	124
2018 Q4	$612K	Buy	17,728 +4,104	+30%	+$154K	0.23%	104
2018 Q3	$559K	Sell	13,624 -248	-2%	-$10.1K	0.17%	123
2018 Q2	$547K	Sell	13,872 -1,464	-10%	-$57.5K	0.19%	122
2018 Q1	$591K	Sell	15,336 -768	-5%	-$30.2K	0.18%	136
2017 Q4	$623K	Sell	16,104 -1,984	-11%	-$74.9K	0.19%	127
2017 Q3	$665K	Sell	18,088 -1,948	-10%	-$70.3K	0.16%	174
2017 Q2	$714K	Buy	20,036 +1,412	+8%	+$49.9K	0.19%	153
2017 Q1	$648K	Buy	18,624 +8,536	+85%	+$293K	0.18%	152
2016 Q4	$332K	Buy	+10,088	New	+$327K	0.1%	241
2015 Q2	–	Sell	-49,100	Closed	-$1.63M	–	272
2015 Q1	$1.63M	Buy	+49,100	New	+$1.54M	0.62%	36

Other funds holding VO

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AWM

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

First Heartland Consultants increased its Vanguard Mid-Cap ETF (VO) stake by 7.6% in Q2 2026, buying an estimated $20.8K and bringing the position to 3,816 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #460.

First Heartland Consultants first reported a position in VO in Q1 2015 and has held it in 27 quarters since. The position peaked at $1.91M in Q1 2022. 930 funds tracked by Wall St. Rank hold VO as of Q2 2026.

First Heartland Consultants held 3,816 shares of Vanguard Mid-Cap ETF worth $307K as of Q2 2026.
First Heartland Consultants bought 268 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $20.8K.
Vanguard Mid-Cap ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #460 holding.
First Heartland Consultants first reported a position in Vanguard Mid-Cap ETF in Q1 2015 and has held it in 27 quarters since.
First Heartland Consultants's Vanguard Mid-Cap ETF position peaked at $1.91M in Q1 2022.
930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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