Carson Wealth (CWM LLC)’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.6K	Buy	229 +223	+3,717%	+$28.4K	﹤0.01%	4195
2025 Q4	$1K	Hold	6	–	–	﹤0.01%	5235
2025 Q3	$1K	Hold	6	–	–	﹤0.01%	5141
2025 Q2	$1K	Buy	+6	New	+$638	﹤0.01%	5023
2023 Q2	–	Sell	-2	Closed	–	–	4317
2023 Q1	$0	Sell	2 -224	-99%	-$19.8K	﹤0.01%	4193
2022 Q4	$19K	Buy	+226	New	+$19.4K	﹤0.01%	2408
2019 Q1	–	Sell	-264	Closed	-$16K	–	3111
2018 Q4	$16K	Buy	+264	New	+$17.1K	﹤0.01%	1199

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 3,717% in Q1 2026, buying an estimated $28.4K and bringing the position to 229 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4195.

Carson Wealth (CWM LLC) first reported a position in IVOG in Q4 2018 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Carson Wealth (CWM LLC) held 229 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $28.6K as of Q1 2026.
Carson Wealth (CWM LLC) bought 223 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $28.4K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4195 holding.
Carson Wealth (CWM LLC) first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 7 quarters since.
179 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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