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Carter Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Carter Financial’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.6M Sell
74,694
-2,196
-3% -$785K 20.73% 2
2026
Q1 		$24.7M Sell
76,890
-3,708
-5% -$1.24M 21.45% 2
2025
Q4 		$27M Buy
+80,598
New +$26.8M 23.84% 2

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carter Financial's VTI Position: Q2 2026 in Review

Carter Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, selling an estimated $785K and leaving 74,694 shares worth $27.6M. The position accounts for 20.73% of the portfolio, ranked #2.

Carter Financial first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Carter Financial held 74,694 shares of Vanguard Morningstar Total Stock Market ETF worth $27.6M as of Q2 2026.
  • Carter Financial sold 2,196 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $785K.
  • Vanguard Morningstar Total Stock Market ETF made up 20.73% of Carter Financial's portfolio in Q2 2026, its #2 holding.
  • Carter Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Carter Financial's 13F filing for Q2 2026, filed 13 Aug 2026.