FHC
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First Heartland Consultants’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

First Heartland Consultants’s Portfolio VTEI Stock Details VTEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Sell
17,170
-1,928
-10% -$194K 0.11% 153
2026
Q1 		$1.91M Buy
19,098
+2,600
+16% +$264K 0.15% 128
2025
Q4 		$1.66M Buy
16,498
+581
+4% +$58.5K 0.13% 132
2025
Q3 		$1.6M Buy
15,917
+1,730
+12% +$171K 0.13% 126
2025
Q2 		$1.4M Buy
+14,187
New +$1.39M 0.12% 128
2025
Q1 		– Sell
-12,694
Closed -$1.26M – 492
2024
Q4 		$1.26M Buy
12,694
+7,602
+149% +$761K 0.13% 132
2024
Q3 		$515K Buy
+5,092
New +$511K 0.06% 239

Other funds holding VTEI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

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

First Heartland Consultants reduced its Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) stake by 10% in Q2 2026, selling an estimated $194K and leaving 17,170 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #153.

First Heartland Consultants first reported a position in VTEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.91M in Q1 2026. 31 funds tracked by Wall St. Rank hold VTEI as of Q2 2026.

  • First Heartland Consultants held 17,170 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1.73M as of Q2 2026.
  • First Heartland Consultants sold 1,928 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.11% of First Heartland Consultants's portfolio in Q2 2026, its #153 holding.
  • First Heartland Consultants first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • First Heartland Consultants's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $1.91M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q2 2026.

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