Carter Financial Group
VMBS icon

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
Q3 		– Sell
-4,893
Closed -$229K – 143
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% -$10K 0.14% 104
2025
Q3 		$243K Buy
+5,184
New +$241K 0.15% 100

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LPL Financial
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TD Private Client Wealth
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UBS Group
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Lincoln National Corp
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Clearstead Advisors
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KeyBank National Association
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Valmark Advisers
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Carter Financial Group's VMBS Position: Q3 2026 in Review

Carter Financial Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026, closing a stake of 4,893 shares — an estimated $229K sold.

Carter Financial Group first reported a position in VMBS in Q3 2025 and held it in 4 quarters. The position peaked at $243K in Q3 2025. 480 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • Carter Financial Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Carter Financial Group sold 4,893 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $229K.
  • Carter Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2025 and held it in 4 quarters.
  • Carter Financial Group's Vanguard Mortgage-Backed Securities ETF position peaked at $243K in Q3 2025.
  • 480 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

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