Carter Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Carter Financial Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$320K	Buy	1,124 +4	+0.4%	+$1.19K	0.16%	97
2026 Q2	$340K	Sell	1,120 -38	-3%	-$10.9K	0.18%	91
2026 Q1	$303K	Buy	1,158 +5	+0.4%	+$1.35K	0.19%	88
2025 Q4	$298K	Buy	1,153 +7	+0.6%	+$1.79K	0.18%	91
2025 Q3	$292K	Buy	1,146 +4	+0.4%	+$992	0.18%	86
2025 Q2	$272K	Buy	+1,142	New	+$255K	0.18%	89

Other funds holding VB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Carter Financial Group's VB Position: Q3 2026 in Review

Carter Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.36% in Q3 2026, buying an estimated $1.19K and bringing the position to 1,124 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #97.

Carter Financial Group first reported a position in VB in Q2 2025 and has held it in 6 quarters since. The position peaked at $340K in Q2 2026. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Carter Financial Group held 1,124 shares of Vanguard Morningstar Small-Cap ETF worth $320K as of Q3 2026.
Carter Financial Group bought 4 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $1.19K.
Vanguard Morningstar Small-Cap ETF made up 0.16% of Carter Financial Group's portfolio in Q3 2026, its #97 holding.
Carter Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Carter Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $340K in Q2 2026.
2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.