First Heartland Consultants’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.94M	Buy	77,904 +39,536	+103%	+$1.99M	0.26%	91
2026 Q1	$1.91M	Buy	38,368 +22,032	+135%	+$1.11M	0.15%	127
2025 Q4	$822K	Buy	16,336 +221	+1%	+$11.1K	0.06%	206
2025 Q3	$807K	Buy	16,115 +7,166	+80%	+$352K	0.07%	202
2025 Q2	$439K	Sell	8,949 -13	-0.1%	-$635	0.04%	298
2025 Q1	$445K	Sell	8,962 -1,033	-10%	-$51.7K	0.05%	259
2024 Q4	$501K	Sell	9,995 -88	-0.9%	-$4.45K	0.05%	233
2024 Q3	$515K	Sell	10,083 -11,768	-54%	-$596K	0.06%	238
2024 Q2	$1.09K	Buy	21,851 +7,430	+52%	+$372K	0.08%	161
2024 Q1	$730K	Buy	14,421 +5,498	+62%	+$279K	0.08%	201
2023 Q4	$456K	Sell	8,923 -6,687	-43%	-$328K	0.06%	224
2023 Q3	$751K	Sell	15,610 -22,871	-59%	-$1.13M	0.09%	166
2023 Q2	$1.93M	Buy	38,481 +5,145	+15%	+$259K	0.25%	90
2023 Q1	$1.69M	Buy	33,336 +3,920	+13%	+$197K	0.25%	97
2022 Q4	$1.46M	Buy	29,416 +24,162	+460%	+$1.18M	0.23%	99
2022 Q3	$252	Hold	5,254	–	–	0.02%	293
2022 Q2	$262K	Buy	5,254 +359	+7%	+$18K	0.04%	284
2022 Q1	$252K	Hold	4,895	–	–	0.04%	291
2021 Q4	$268	Buy	4,895 +14	+0.3%	+$767	0.01%	298
2021 Q3	$267K	Sell	4,881 -200	-4%	-$11.1K	0.04%	306
2021 Q2	$281K	Buy	5,081 +200	+4%	+$11K	0.04%	299
2021 Q1	$267K	Hold	4,881	–	–	0.04%	308
2020 Q4	$269K	Hold	4,881	–	–	0.04%	266
2020 Q3	$266K	Hold	4,881	–	–	0.05%	228
2020 Q2	$264K	Hold	4,881	–	–	0.05%	227
2020 Q1	$258K	Buy	4,881 +1,029	+27%	+$55.1K	0.07%	208
2019 Q4	$206K	Buy	3,852 +47	+1%	+$2.52K	0.04%	283
2019 Q3	$204K	Hold	3,805	–	–	0.04%	278
2019 Q2	$202K	Sell	3,805 -60	-2%	-$3.15K	0.05%	275
2019 Q1	$202K	Sell	3,865 -479	-11%	-$24.6K	0.06%	267
2018 Q4	$222K	Hold	4,344	–	–	0.08%	212
2018 Q3	$219K	Hold	4,344	–	–	0.07%	236
2018 Q2	$221K	Hold	4,344	–	–	0.08%	219
2018 Q1	$221K	Buy	4,344 +116	+3%	+$5.91K	0.07%	246
2017 Q4	$218K	Sell	4,228 -87	-2%	-$4.49K	0.07%	253
2017 Q3	$223K	Buy	4,315 +386	+10%	+$19.9K	0.05%	308
2017 Q2	$202K	Buy	+3,929	New	+$201K	0.05%	323

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

First Heartland Consultants increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 103% in Q2 2026, buying an estimated $1.99M and bringing the position to 77,904 shares worth $3.94M. The position accounts for 0.26% of the portfolio, ranked #91.

First Heartland Consultants first reported a position in VTEB in Q2 2017 and has held it in 37 quarters since. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

First Heartland Consultants held 77,904 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.94M as of Q2 2026.
First Heartland Consultants bought 39,536 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.99M.
Vanguard Tax-Exempt Bond Index Fund made up 0.26% of First Heartland Consultants's portfolio in Q2 2026, its #91 holding.
First Heartland Consultants first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2017 and has held it in 37 quarters since.
517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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