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Disclosery

Carter Financial Group, INC.: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carter Financial Group, INC. on VCIT, newest first. How the timeline and the estimate are built.

Carter Financial Group, INC. held 9,490 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,490 shares
    Change vs previous 13F +1,138 shares

    0.41% of the 13F portfolio, value $784,313.

    13F-HR 0001104659-26-088534 filed by Carter Financial Group, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,352 shares
    Change vs previous 13F -259 shares

    0.43% of the 13F portfolio, value $691,165.

    13F-HR 0001104659-26-049334 filed by Carter Financial Group, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,611 shares
    Change vs previous 13F +233 shares

    0.43% of the 13F portfolio, value $721,148.

    13F-HR 0001104659-26-014882 filed by Carter Financial Group, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,378 shares
    Change vs previous 13F -2,506 shares

    0.43% of the 13F portfolio, value $704,693.

    13F-HR 0001104659-25-112072 filed by Carter Financial Group, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,884 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $902,529.

    13F-HR 0001104659-25-081781 filed by Carter Financial Group, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).