Carson Wealth (CWM LLC)
EDV icon

Carson Wealth (CWM LLC)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Buy
4,030
+1,634
+68% +$108K ﹤0.01% 2494
2025
Q4 		$156K Sell
2,396
-83
-3% -$5.65K ﹤0.01% 2755
2025
Q3 		$170K Buy
2,479
+2,407
+3,343% +$159K ﹤0.01% 2565
2025
Q2 		$5K Buy
72
+23
+47% +$1.52K ﹤0.01% 4599
2025
Q1 		$3K Sell
49
-66
-57% -$4.56K ﹤0.01% 4610
2024
Q4 		$8K Buy
115
+80
+229% +$5.83K ﹤0.01% 3980
2024
Q3 		$3K Buy
35
+24
+218% +$1.87K ﹤0.01% 4261
2024
Q2 		$1K Sell
11
-46
-81% -$3.33K ﹤0.01% 4365
2024
Q1 		$4K Buy
57
+44
+338% +$3.35K ﹤0.01% 3751
2023
Q4 		$1K Sell
13
-15
-54% -$1.07K ﹤0.01% 3935
2023
Q3 		$2K Buy
28
+15
+115% +$1.18K ﹤0.01% 3785
2023
Q2 		$1K Buy
+13
New +$1.13K ﹤0.01% 3946
2022
Q4 		– Sell
-25
Closed -$2K – 4035
2022
Q3 		$2K Hold
25
– – ﹤0.01% 3443
2022
Q2 		$3K Hold
25
– – ﹤0.01% 3183
2022
Q1 		$3K Hold
25
– – ﹤0.01% 3021
2021
Q4 		$4K Buy
+25
New +$3.49K ﹤0.01% 2814
2021
Q2 		$4K Hold
30
– – ﹤0.01% 2422
2021
Q1 		$4K Hold
30
– – ﹤0.01% 2422
2020
Q4 		$4K Hold
30
– – ﹤0.01% 2421
2020
Q3 		$4K Hold
30
– – ﹤0.01% 2421
2020
Q2 		$4K Hold
30
– – ﹤0.01% 2421
2020
Q1 		$4K Hold
30
– – ﹤0.01% 2421
2019
Q4 		$4K Hold
30
– – ﹤0.01% 2420
2019
Q3 		$4K Hold
30
– – ﹤0.01% 2420
2019
Q2 		$4K Hold
30
– – ﹤0.01% 2420
2019
Q1 		$4K Buy
+30
New +$3.41K ﹤0.01% 2420

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EDV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 68% in Q1 2026, buying an estimated $108K and bringing the position to 4,030 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Carson Wealth (CWM LLC) first reported a position in EDV in Q1 2019 and has held it in 26 quarters since. 185 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,030 shares of Vanguard World Funds Extended Duration ETF worth $262K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,634 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $108K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2494 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2019 and has held it in 26 quarters since.
  • 185 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.