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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Carter Financial Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 7% in Q2 2026, buying an estimated $24.1K and bringing the position to 6,297 shares worth $366K. The position accounts for 0.19% of the portfolio, ranked #89.

Carter Financial Group first reported a position in VGSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $721K in Q2 2025. 1,095 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Carter Financial Group held 6,297 shares of Vanguard Short-Term Treasury ETF worth $366K as of Q2 2026.
Carter Financial Group bought 414 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $24.1K.
Vanguard Short-Term Treasury ETF made up 0.19% of Carter Financial Group's portfolio in Q2 2026, its #89 holding.
Carter Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Carter Financial Group's Vanguard Short-Term Treasury ETF position peaked at $721K in Q2 2025.
1,095 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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