First Heartland Consultants’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.5M | Sell |
202,854
-4,248
| -2% | -$357K | 1.13% | 18 |
|
|
2026
Q1 | $15.1M | Buy |
207,102
+11,868
| +6% | +$923K | 1.16% | 19 |
|
|
2025
Q4 | $15.9M | Buy |
195,234
+1,338
| +0.7% | +$109K | 1.2% | 17 |
|
|
2025
Q3 | $15.5M | Buy |
193,896
+3,768
| +2% | +$288K | 1.25% | 16 |
|
|
2025
Q2 | $13.9M | Buy |
190,128
+8,094
| +4% | +$533K | 1.24% | 17 |
|
|
2025
Q1 | $11.3M | Sell |
182,034
-36,180
| -17% | -$2.44M | 1.16% | 20 |
|
|
2024
Q4 | $14.9M | Sell |
218,214
-95,340
| -30% | -$6.4M | 1.53% | 15 |
|
|
2024
Q3 | $20.1M | Sell |
313,554
-138
| -0% | -$8.55K | 2.16% | 9 |
|
|
2024
Q2 | $19.6K | Buy |
313,692
+51,894
| +20% | +$3.03M | 1.36% | 7 |
|
|
2024
Q1 | $15M | Buy |
261,798
+67,242
| +35% | +$3.7M | 1.56% | 10 |
|
|
2023
Q4 | $10.1M | Sell |
194,556
-4,740
| -2% | -$229K | 1.22% | 20 |
|
|
2023
Q3 | $9.04M | Sell |
199,296
-10,848
| -5% | -$512K | 1.14% | 20 |
|
|
2023
Q2 | $9.91M | Buy |
210,144
+14,004
| +7% | +$607K | 1.28% | 18 |
|
|
2023
Q1 | $8.15M | Buy |
196,140
+14,454
| +8% | +$562K | 1.23% | 15 |
|
|
2022
Q4 | $6.45M | Buy |
181,686
+5,616
| +3% | +$207K | 1.04% | 20 |
|
|
2022
Q3 | $6.28K | Buy |
176,070
+4,518
| +3% | +$182K | 0.54% | 24 |
|
|
2022
Q2 | $6.37M | Buy |
171,552
+145,980
| +571% | +$6M | 1% | 21 |
|
|
2022
Q1 | $1.23M | Sell |
25,572
-131,814
| -84% | -$6.23M | 0.19% | 98 |
|
|
2021
Q4 | $8.42K | Sell |
157,386
-5,640
| -3% | -$294K | 0.32% | 23 |
|
|
2021
Q3 | $7.88M | Buy |
163,026
+2,430
| +2% | +$121K | 1.2% | 14 |
|
|
2021
Q2 | $7.68M | Buy |
160,596
+3,858
| +2% | +$175K | 1.16% | 18 |
|
|
2021
Q1 | $6.71M | Sell |
156,738
-12,888
| -8% | -$551K | 1.07% | 24 |
|
|
2020
Q4 | $7.16M | Buy |
169,626
+1,218
| +0.7% | +$48.6K | 1.19% | 22 |
|
|
2020
Q3 | $6.39M | Buy |
168,408
+6,918
| +4% | +$255K | 1.21% | 22 |
|
|
2020
Q2 | $5.44M | Buy |
161,490
+13,224
| +9% | +$407K | 1.07% | 23 |
|
|
2020
Q1 | $3.87M | Sell |
148,266
-14,964
| -9% | -$448K | 1% | 24 |
|
|
2019
Q4 | $4.96M | Sell |
163,230
-1,518
| -0.9% | -$43.8K | 0.98% | 25 |
|
|
2019
Q3 | $4.57M | Buy |
164,748
+3,582
| +2% | +$99.4K | 0.98% | 22 |
|
|
2019
Q2 | $4.39M | Sell |
161,166
-864
| -0.5% | -$23.1K | 1.05% | 20 |
|
|
2019
Q1 | $4.22M | Buy |
162,030
+14,490
| +10% | +$358K | 1.18% | 18 |
|
|
2018
Q4 | $3.3M | Buy |
147,540
+22,434
| +18% | +$543K | 1.23% | 22 |
|
|
2018
Q3 | $3.36M | Buy |
125,106
+16,980
| +16% | +$444K | 1.05% | 27 |
|
|
2018
Q2 | $2.7M | Buy |
108,126
+762
| +0.7% | +$18.7K | 0.95% | 27 |
|
|
2018
Q1 | $2.54M | Buy |
107,364
+19,740
| +23% | +$481K | 0.76% | 40 |
|
|
2017
Q4 | $2.05M | Buy |
87,624
+10,734
| +14% | +$246K | 0.62% | 47 |
|
|
2017
Q3 | $1.7M | Buy |
76,890
+18,690
| +32% | +$406K | 0.41% | 62 |
|
|
2017
Q2 | $1.23M | Buy |
58,200
+26,070
| +81% | +$546K | 0.32% | 85 |
|
|
2017
Q1 | $651K | Buy |
32,130
+11,802
| +58% | +$233K | 0.18% | 151 |
|
|
2016
Q4 | $378K | Buy |
20,328
+5,100
| +33% | +$94.3K | 0.11% | 218 |
|
|
2016
Q3 | $285K | Buy |
+15,228
| New | +$283K | 0.08% | 252 |
|
|
2013
Q3 | – | Sell |
-3,462
| Closed | -$45K | – | 374 |
|
|
2013
Q2 | $45K | Buy |
+3,462
| New | +$45.7K | 0.03% | 273 |
|
Other funds holding VUG
EWA
First Heartland Consultants's VUG Position: Q2 2026 in Review
First Heartland Consultants reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.1% in Q2 2026, selling an estimated $357K and leaving 202,854 shares worth $17.5M. The position accounts for 1.13% of the portfolio, ranked #18.
First Heartland Consultants first reported a position in VUG in Q2 2013 and has held it in 41 quarters since. The position peaked at $20.1M in Q3 2024. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- First Heartland Consultants held 202,854 shares of Vanguard Morningstar Growth ETF worth $17.5M as of Q2 2026.
- First Heartland Consultants sold 4,248 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $357K.
- Vanguard Morningstar Growth ETF made up 1.13% of First Heartland Consultants's portfolio in Q2 2026, its #18 holding.
- First Heartland Consultants first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 41 quarters since.
- First Heartland Consultants's Vanguard Morningstar Growth ETF position peaked at $20.1M in Q3 2024.
- 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.