Carter Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$784K	Buy	9,490 +1,138	+14%	+$94K	0.41%	50
2026 Q1	$691K	Sell	8,352 -259	-3%	-$21.7K	0.43%	47
2025 Q4	$721K	Buy	8,611 +233	+3%	+$19.6K	0.43%	46
2025 Q3	$705K	Sell	8,378 -2,506	-23%	-$208K	0.43%	46
2025 Q2	$903K	Buy	+10,884	New	+$884K	0.59%	40
2022 Q1	$359K	Buy	+4,169	New	+$370K	0.48%	29

Other funds holding VCIT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

BBES

Buffalo Business & Estate Services Orchard Park, New York $793M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

Carter Financial Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 14% in Q2 2026, buying an estimated $94K and bringing the position to 9,490 shares worth $784K. The position accounts for 0.41% of the portfolio, ranked #50.

Carter Financial Group first reported a position in VCIT in Q1 2022 and has held it in 6 quarters since. The position peaked at $903K in Q2 2025. 664 funds tracked by Wall St. Rank hold VCIT as of Q2 2026.

Carter Financial Group held 9,490 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $784K as of Q2 2026.
Carter Financial Group bought 1,138 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2026, an estimated $94K.
Vanguard Intermediate-Term Corporate Bond ETF made up 0.41% of Carter Financial Group's portfolio in Q2 2026, its #50 holding.
Carter Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and has held it in 6 quarters since.
Carter Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $903K in Q2 2025.
664 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2026.

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