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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
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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Carter Financial Group's VB Position: Q2 2026 in Review

Carter Financial Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.3% in Q2 2026, selling an estimated $10.9K and leaving 1,120 shares worth $340K. The position accounts for 0.18% of the portfolio, ranked #91.

Carter Financial Group first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Carter Financial Group held 1,120 shares of Vanguard Morningstar Small-Cap ETF worth $340K as of Q2 2026.
  • Carter Financial Group sold 38 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Carter Financial Group's portfolio in Q2 2026, its #91 holding.
  • Carter Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.