Carter Financial Group’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Buy	3,655 +14	+0.4%	+$936	0.13%	109
2026 Q1	$239K	Sell	3,641 -75	-2%	-$5.04K	0.15%	104
2025 Q4	$251K	Sell	3,716 -12	-0.3%	-$810	0.15%	100
2025 Q3	$249K	Sell	3,728 -1,180	-24%	-$77.8K	0.15%	96
2025 Q2	$321K	Buy	+4,908	New	+$313K	0.21%	74

Other funds holding VWOB

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Carter Financial Group increased its Vanguard Emerging Markets Government Bond ETF (VWOB) stake by 0.38% in Q2 2026, buying an estimated $936 and bringing the position to 3,655 shares worth $246K. The position accounts for 0.13% of the portfolio, ranked #109.

Carter Financial Group first reported a position in VWOB in Q2 2025 and has held it in 5 quarters since. The position peaked at $321K in Q2 2025. 458 funds tracked by Wall St. Rank hold VWOB as of Q2 2026.

Carter Financial Group held 3,655 shares of Vanguard Emerging Markets Government Bond ETF worth $246K as of Q2 2026.
Carter Financial Group bought 14 Vanguard Emerging Markets Government Bond ETF shares in Q2 2026, an estimated $936.
Vanguard Emerging Markets Government Bond ETF made up 0.13% of Carter Financial Group's portfolio in Q2 2026, its #109 holding.
Carter Financial Group first reported a position in Vanguard Emerging Markets Government Bond ETF in Q2 2025 and has held it in 5 quarters since.
Carter Financial Group's Vanguard Emerging Markets Government Bond ETF position peaked at $321K in Q2 2025.
458 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q2 2026.

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