FHC
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First Heartland Consultants’s Vanguard Large-Cap ETF VV Stock Holding History

First Heartland Consultants’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$463K Sell
1,347
-11
-0.8% -$3.67K 0.03% 338
2026
Q1 		$406K Hold
1,358
– – 0.03% 327
2025
Q4 		$427K Hold
1,358
– – 0.03% 325
2025
Q3 		$418K Hold
1,358
– – 0.03% 323
2025
Q2 		$387K Sell
1,358
-35
-3% -$9.22K 0.03% 327
2025
Q1 		$358K Buy
1,393
+1
+0.1% +$271 0.04% 306
2024
Q4 		$375K Hold
1,392
– – 0.04% 295
2024
Q3 		$366K Sell
1,392
-46
-3% -$11.7K 0.04% 296
2024
Q2 		$359 Sell
1,438
-157
-10% -$37.7K 0.03% 312
2024
Q1 		$384K Hold
1,595
– – 0.04% 288
2023
Q4 		$348K Sell
1,595
-119
-7% -$24.3K 0.04% 266
2023
Q3 		$335K Sell
1,714
-10
-0.6% -$2.04K 0.04% 272
2023
Q2 		$349K Sell
1,724
-28
-2% -$5.37K 0.05% 259
2023
Q1 		$327K Buy
1,752
+78
+5% +$14.2K 0.05% 267
2022
Q4 		$292K Sell
1,674
-95
-5% -$16.7K 0.05% 284
2022
Q3 		$289 Hold
1,769
– – 0.02% 265
2022
Q2 		$304K Buy
1,769
+30
+2% +$5.63K 0.05% 260
2022
Q1 		$362K Buy
1,739
+29
+2% +$5.96K 0.06% 225
2021
Q4 		$377 Hold
1,710
– – 0.01% 240
2021
Q3 		$344K Buy
1,710
+43
+3% +$8.89K 0.05% 253
2021
Q2 		$335K Sell
1,667
-193
-10% -$37.7K 0.05% 268
2021
Q1 		$345K Sell
1,860
-2,174
-54% -$394K 0.05% 261
2020
Q4 		$709K Sell
4,034
-744
-16% -$124K 0.12% 130
2020
Q3 		$747K Sell
4,778
-169
-3% -$26.1K 0.14% 109
2020
Q2 		$707K Sell
4,947
-216
-4% -$29.2K 0.14% 121
2020
Q1 		$612K Sell
5,163
-3,874
-43% -$544K 0.16% 118
2019
Q4 		$1.34M Buy
9,037
+178
+2% +$25.2K 0.26% 97
2019
Q3 		$1.21M Buy
8,859
+385
+5% +$52.3K 0.26% 94
2019
Q2 		$1.14M Sell
8,474
-181
-2% -$23.9K 0.27% 89
2019
Q1 		$1.12M Sell
8,655
-1,066
-11% -$133K 0.31% 77
2018
Q4 		$1.12M Buy
9,721
+5,000
+106% +$619K 0.42% 65
2018
Q3 		$630K Hold
4,721
– – 0.2% 115
2018
Q2 		$589K Buy
4,721
+634
+16% +$78.8K 0.21% 119
2018
Q1 		$495K Buy
4,087
+327
+9% +$41K 0.15% 157
2017
Q4 		$461K Sell
3,760
-371
-9% -$44.3K 0.14% 167
2017
Q3 		$477K Buy
4,131
+261
+7% +$29.6K 0.12% 223
2017
Q2 		$430K Buy
3,870
+429
+12% +$47.2K 0.11% 220
2017
Q1 		$372K Buy
3,441
+148
+4% +$15.8K 0.1% 226
2016
Q4 		$337K Buy
+3,293
New +$330K 0.1% 240
2013
Q3 		– Sell
-127
Closed -$9K – 375
2013
Q2 		$9K Buy
+127
New +$9.36K 0.01% 357

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

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

First Heartland Consultants reduced its Vanguard Large-Cap ETF (VV) stake by 0.81% in Q2 2026, selling an estimated $3.67K and leaving 1,347 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #338.

First Heartland Consultants first reported a position in VV in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.34M in Q4 2019. 462 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • First Heartland Consultants held 1,347 shares of Vanguard Large-Cap ETF worth $463K as of Q2 2026.
  • First Heartland Consultants sold 11 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $3.67K.
  • Vanguard Large-Cap ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #338 holding.
  • First Heartland Consultants first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 40 quarters since.
  • First Heartland Consultants's Vanguard Large-Cap ETF position peaked at $1.34M in Q4 2019.
  • 462 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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