FHC
VTES icon

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
Q3 		$556K Buy
5,641
+634
+13% +$63.7K 0.04% 317
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

First Heartland Consultants's VTES Position: Q3 2026 in Review

First Heartland Consultants increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 13% in Q3 2026, buying an estimated $63.7K and bringing the position to 5,641 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #317.

First Heartland Consultants first reported a position in VTES in Q2 2025 and has held it in 6 quarters since. The position peaked at $577K in Q1 2026. 14 funds tracked by Wall St. Rank hold VTES as of Q3 2026.

  • First Heartland Consultants held 5,641 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $556K as of Q3 2026.
  • First Heartland Consultants bought 634 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2026, an estimated $63.7K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #317 holding.
  • First Heartland Consultants first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • First Heartland Consultants's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $577K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.