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Carter Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Carter Financial Group’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$732K Buy
12,418
+1,175
+10% +$69.4K 0.38% 53
2026
Q1 		$669K Sell
11,243
-146
-1% -$8.75K 0.41% 48
2025
Q4 		$683K Buy
11,389
+299
+3% +$18K 0.4% 48
2025
Q3 		$666K Sell
11,090
-2,095
-16% -$125K 0.4% 47
2025
Q2 		$789K Buy
+13,185
New +$780K 0.52% 42
2022
Q1 		$254K Buy
+4,031
New +$261K 0.34% 41

Other funds holding VGIT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

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

Carter Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 10% in Q2 2026, buying an estimated $69.4K and bringing the position to 12,418 shares worth $732K. The position accounts for 0.38% of the portfolio, ranked #53.

Carter Financial Group first reported a position in VGIT in Q1 2022 and has held it in 6 quarters since. The position peaked at $789K in Q2 2025. 495 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Carter Financial Group held 12,418 shares of Vanguard Intermediate-Term Treasury ETF worth $732K as of Q2 2026.
  • Carter Financial Group bought 1,175 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $69.4K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.38% of Carter Financial Group's portfolio in Q2 2026, its #53 holding.
  • Carter Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 6 quarters since.
  • Carter Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $789K in Q2 2025.
  • 495 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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