Carter Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$405K	Buy	7,043 +746	+12%	+$43.2K	0.21%	82
2026 Q2	$366K	Buy	6,297 +414	+7%	+$24.1K	0.19%	89
2026 Q1	$344K	Sell	5,883 -1,367	-19%	-$80.2K	0.21%	81
2025 Q4	$426K	Sell	7,250 -294	-4%	-$17.3K	0.25%	66
2025 Q3	$444K	Sell	7,544 -5,845	-44%	-$343K	0.27%	60
2025 Q2	$721K	Buy	+13,389	New	+$784K	0.47%	43

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

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

Carter Financial Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q3 2026, buying an estimated $43.2K and bringing the position to 7,043 shares worth $405K. The position accounts for 0.21% of the portfolio, ranked #82.

Carter Financial Group first reported a position in VGSH in Q2 2025 and has held it in 6 quarters since. The position peaked at $721K in Q2 2025. 539 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Carter Financial Group held 7,043 shares of Vanguard Short-Term Treasury ETF worth $405K as of Q3 2026.
Carter Financial Group bought 746 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $43.2K.
Vanguard Short-Term Treasury ETF made up 0.21% of Carter Financial Group's portfolio in Q3 2026, its #82 holding.
Carter Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
Carter Financial Group's Vanguard Short-Term Treasury ETF position peaked at $721K in Q2 2025.
539 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

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