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 Q3	$1.08M	Buy	22,047 +404	+2%	+$20K	0.07%	206
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

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

First Heartland Consultants increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.9% in Q3 2026, buying an estimated $20K and bringing the position to 22,047 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #206.

First Heartland Consultants first reported a position in VTIP in Q2 2013 and has held it in 9 quarters since. The position peaked at $9.77M in Q2 2022. 41 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

First Heartland Consultants held 22,047 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $1.08M as of Q3 2026.
First Heartland Consultants bought 404 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $20K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of First Heartland Consultants's portfolio in Q3 2026, its #206 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 9 quarters since.
First Heartland Consultants's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $9.77M in Q2 2022.
41 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

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