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Carter Financial Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Carter Financial Group’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Buy
4,893
+155
+3% +$7.25K 0.12% 116
2026
Q1 		$222K Sell
4,738
-234
-5% -$11K 0.14% 106
2025
Q4 		$234K Sell
4,972
-212
-4% -$9.99K 0.14% 104
2025
Q3 		$243K Buy
+5,184
New +$241K 0.15% 100

Other funds holding VMBS

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Carter Financial Group increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 3.3% in Q2 2026, buying an estimated $7.25K and bringing the position to 4,893 shares worth $229K. The position accounts for 0.12% of the portfolio, ranked #116.

Carter Financial Group first reported a position in VMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $243K in Q3 2025. 321 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Carter Financial Group held 4,893 shares of Vanguard Mortgage-Backed Securities ETF worth $229K as of Q2 2026.
  • Carter Financial Group bought 155 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $7.25K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.12% of Carter Financial Group's portfolio in Q2 2026, its #116 holding.
  • Carter Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • Carter Financial Group's Vanguard Mortgage-Backed Securities ETF position peaked at $243K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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