CF
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Carter Financial’s Vanguard Total International Stock ETF VXUS Stock Holding History

Carter Financial’s Portfolio VXUS Stock Details VXUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Sell
16,014
-155
-1% -$13K 1.03% 13
2026
Q1 		$1.25M Hold
16,169
– – 1.08% 12
2025
Q4 		$1.22M Buy
+16,169
New +$1.21M 1.08% 9

Other funds holding VXUS

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carter Financial's VXUS Position: Q2 2026 in Review

Carter Financial reduced its Vanguard Total International Stock ETF (VXUS) stake by 0.96% in Q2 2026, selling an estimated $13K and leaving 16,014 shares worth $1.37M. The position accounts for 1.03% of the portfolio, ranked #13.

Carter Financial first reported a position in VXUS in Q4 2025 and has held it in 3 quarters since. 1,829 funds tracked by Wall St. Rank hold VXUS as of Q2 2026.

  • Carter Financial held 16,014 shares of Vanguard Total International Stock ETF worth $1.37M as of Q2 2026.
  • Carter Financial sold 155 Vanguard Total International Stock ETF shares in Q2 2026, an estimated $13K.
  • Vanguard Total International Stock ETF made up 1.03% of Carter Financial's portfolio in Q2 2026, its #13 holding.
  • Carter Financial first reported a position in Vanguard Total International Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2026.

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