Carter Financial Group
VCIT icon

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
Q3 		$814K Buy
10,392
+902
+10% +$72.9K 0.41% 48
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

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Wealthfront Advisers
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Carter Financial Group increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 9.5% in Q3 2026, buying an estimated $72.9K and bringing the position to 10,392 shares worth $814K. The position accounts for 0.41% of the portfolio, ranked #48.

Carter Financial Group first reported a position in VCIT in Q1 2022 and has held it in 7 quarters since. The position peaked at $903K in Q2 2025. 944 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Carter Financial Group held 10,392 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $814K as of Q3 2026.
  • Carter Financial Group bought 902 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $72.9K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.41% of Carter Financial Group's portfolio in Q3 2026, its #48 holding.
  • Carter Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2022 and has held it in 7 quarters since.
  • Carter Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $903K in Q2 2025.
  • 944 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

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