Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Buy
13,492
+167
+1% +$19.8K ﹤0.01% 1320
2025
Q4 		$1.61M Buy
13,325
+6,807
+104% +$817K ﹤0.01% 1249
2025
Q3 		$772K Buy
6,518
+2,574
+65% +$293K ﹤0.01% 1549
2025
Q2 		$432K Sell
3,944
-2,010
-34% -$203K ﹤0.01% 1655
2025
Q1 		$583K Buy
5,954
+305
+5% +$31.9K ﹤0.01% 1394
2024
Q4 		$593K Buy
5,649
+9
+0.2% +$944 ﹤0.01% 1313
2024
Q3 		$573K Buy
5,640
+289
+5% +$28.3K ﹤0.01% 1266
2024
Q2 		$517K Buy
5,351
+10
+0.2% +$927 ﹤0.01% 1182
2024
Q1 		$498K Buy
5,341
+248
+5% +$22.1K ﹤0.01% 1145
2023
Q4 		$433K Buy
5,093
+654
+15% +$51.5K ﹤0.01% 1115
2023
Q3 		$334K Buy
4,439
+12
+0.3% +$942 ﹤0.01% 1120
2023
Q2 		$347K Sell
4,427
-1,510
-25% -$111K ﹤0.01% 1060
2023
Q1 		$426K Sell
5,937
-1,032
-15% -$71.9K ﹤0.01% 939
2022
Q4 		$459K Buy
6,969
+6,827
+4,808% +$455K ﹤0.01% 836
2022
Q3 		$9K Hold
142
– – ﹤0.01% 2741
2022
Q2 		$9K Sell
142
-2
-1% -$144 ﹤0.01% 2627
2022
Q1 		$12K Buy
144
+24
+20% +$1.93K ﹤0.01% 2368
2021
Q4 		$11K Buy
+120
New +$10.3K ﹤0.01% 2295
2021
Q2 		$0 Hold
2
– – ﹤0.01% 2949
2021
Q1 		$0 Hold
2
– – ﹤0.01% 2949
2020
Q4 		$0 Hold
2
– – ﹤0.01% 2948
2020
Q3 		$0 Hold
2
– – ﹤0.01% 2948
2020
Q2 		$0 Hold
2
– – ﹤0.01% 2948
2020
Q1 		$0 Hold
2
– – ﹤0.01% 2948
2019
Q4 		$0 Hold
2
– – ﹤0.01% 2947
2019
Q3 		$0 Hold
2
– – ﹤0.01% 2947
2019
Q2 		$0 Hold
2
– – ﹤0.01% 2947
2019
Q1 		$0 Buy
+2
New +$94 ﹤0.01% 3019

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.3% in Q1 2026, buying an estimated $19.8K and bringing the position to 13,492 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Carson Wealth (CWM LLC) first reported a position in ESGV in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.61M in Q4 2025. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,492 shares of Vanguard ESG US Stock ETF worth $1.51M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 167 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $19.8K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1320 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard ESG US Stock ETF position peaked at $1.61M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

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