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 Q3	$637K	Sell	11,243 -1,175	-9%	-$68.2K	0.32%	57
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

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

Carter Financial Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.5% in Q3 2026, selling an estimated $68.2K and leaving 11,243 shares worth $637K. The position accounts for 0.32% of the portfolio, ranked #57.

Carter Financial Group first reported a position in VGIT in Q1 2022 and has held it in 7 quarters since. The position peaked at $789K in Q2 2025. 613 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Carter Financial Group held 11,243 shares of Vanguard Intermediate-Term Treasury ETF worth $637K as of Q3 2026.
Carter Financial Group sold 1,175 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $68.2K.
Vanguard Intermediate-Term Treasury ETF made up 0.32% of Carter Financial Group's portfolio in Q3 2026, its #57 holding.
Carter Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 7 quarters since.
Carter Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $789K in Q2 2025.
613 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

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