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Carter Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Carter Financial Group’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
22,799
+2,483
+12% +$125K 0.6% 39
2026
Q1 		$1.01M Sell
20,316
-276
-1% -$13.9K 0.63% 37
2025
Q4 		$1.04M Buy
20,592
+511
+3% +$25.7K 0.61% 37
2025
Q3 		$1.01M Buy
+20,081
New +$987K 0.61% 37

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Carter Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, buying an estimated $125K and bringing the position to 22,799 shares worth $1.15M. The position accounts for 0.6% of the portfolio, ranked #39.

Carter Financial Group first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Carter Financial Group held 22,799 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.15M as of Q2 2026.
  • Carter Financial Group bought 2,483 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $125K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.6% of Carter Financial Group's portfolio in Q2 2026, its #39 holding.
  • Carter Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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