CFG
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Carter Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Carter Financial Group’s Portfolio VCSH Stock Details VCSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$414K Buy
5,237
+534
+11% +$42.2K 0.21% 78
2026
Q1 		$373K Sell
4,703
-105
-2% -$8.37K 0.23% 71
2025
Q4 		$383K Buy
4,808
+105
+2% +$8.38K 0.23% 75
2025
Q3 		$376K Sell
4,703
-1,064
-18% -$84.6K 0.23% 71
2025
Q2 		$458K Buy
+5,767
New +$454K 0.3% 60

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Carter Financial Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 11% in Q2 2026, buying an estimated $42.2K and bringing the position to 5,237 shares worth $414K. The position accounts for 0.21% of the portfolio, ranked #78.

Carter Financial Group first reported a position in VCSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $458K in Q2 2025. 1,473 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Carter Financial Group held 5,237 shares of Vanguard Short-Term Corporate Bond ETF worth $414K as of Q2 2026.
  • Carter Financial Group bought 534 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $42.2K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.21% of Carter Financial Group's portfolio in Q2 2026, its #78 holding.
  • Carter Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $458K in Q2 2025.
  • 1,473 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

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