Carter Financial Group, INC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1919749
Barrington, IL
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$303,303
+$5,887 QoQ
Shares Held
1,158
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,303 | 1,158 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $297,416 | 1,153 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $291,404 | 1,146 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $270,631 | 1,142 | Shares | Sole | 2025-08-22 | |
| No filing history on record for this holder in this stock. | ||||||