First Heartland Consultants’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$507K	Sell	5,007 -695	-12%	-$70.3K	0.03%	324
2026 Q1	$577K	Buy	5,702 +133	+2%	+$13.6K	0.04%	268
2025 Q4	$566K	Buy	5,569 +183	+3%	+$18.6K	0.04%	273
2025 Q3	$549K	Buy	5,386 +391	+8%	+$39.7K	0.04%	267
2025 Q2	$504K	Buy	+4,995	New	+$500K	0.04%	266

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

BHWM

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

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

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

First Heartland Consultants reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 12% in Q2 2026, selling an estimated $70.3K and leaving 5,007 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #324.

First Heartland Consultants first reported a position in VTES in Q2 2025 and has held it in 5 quarters since. The position peaked at $577K in Q1 2026. 93 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

First Heartland Consultants held 5,007 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $507K as of Q2 2026.
First Heartland Consultants sold 695 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $70.3K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #324 holding.
First Heartland Consultants first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
First Heartland Consultants's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $577K in Q1 2026.
93 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

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