First Heartland Consultants’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Buy	21,643 +4,870	+29%	+$245K	0.07%	208
2026 Q1	$838K	Buy	+16,773	New	+$834K	0.06%	208
2023 Q1	–	Sell	-21,864	Closed	-$1.02M	–	401
2022 Q4	$1.02M	Sell	21,864 -109,126	-83%	-$5.2M	0.16%	127
2022 Q3	$6.3M	Sell	130,990 -64,040	-33%	-$3.17M	0.54%	23
2022 Q2	$9.77M	Buy	195,030 +82,489	+73%	+$4.17M	1.53%	16
2022 Q1	$5.76M	Buy	112,541 +44,631	+66%	+$2.29M	0.89%	24
2021 Q4	$3.49M	Buy	+67,910	New	+$3.53M	0.13%	48
2013 Q3	–	Sell	-671	Closed	-$33K	–	373
2013 Q2	$33K	Buy	+671	New	+$33.4K	0.02%	291

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

First Heartland Consultants increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 29% in Q2 2026, buying an estimated $245K and bringing the position to 21,643 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #208.

First Heartland Consultants first reported a position in VTIP in Q2 2013 and has held it in 8 quarters since. The position peaked at $9.77M in Q2 2022. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

First Heartland Consultants held 21,643 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.09M as of Q2 2026.
First Heartland Consultants bought 4,870 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $245K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of First Heartland Consultants's portfolio in Q2 2026, its #208 holding.
First Heartland Consultants first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 8 quarters since.
First Heartland Consultants's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.77M in Q2 2022.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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