Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Sell
4,477
-1,543
-26% -$383K ﹤0.01% 1503
2025
Q4 		$1.51M Sell
6,020
-1,284
-18% -$319K ﹤0.01% 1280
2025
Q3 		$1.78M Buy
7,304
+307
+4% +$71.8K 0.01% 1134
2025
Q2 		$1.57M Buy
6,997
+599
+9% +$124K 0.01% 1040
2025
Q1 		$1.29M Buy
6,398
+4,758
+290% +$1.01M 0.01% 1020
2024
Q4 		$349K Sell
1,640
-122
-7% -$25.9K ﹤0.01% 1517
2024
Q3 		$364K Buy
1,762
+8
+0.5% +$1.6K ﹤0.01% 1453
2024
Q2 		$346K Buy
1,754
+110
+7% +$20.7K ﹤0.01% 1325
2024
Q1 		$307K Sell
1,644
-103
-6% -$18.4K ﹤0.01% 1322
2023
Q4 		$296K Buy
1,747
+110
+7% +$17.5K ﹤0.01% 1257
2023
Q3 		$249K Hold
1,637
– – ﹤0.01% 1223
2023
Q2 		$256K Buy
1,637
+513
+46% +$75.8K ﹤0.01% 1169
2023
Q1 		$161K Sell
1,124
-5
-0.4% -$692 ﹤0.01% 1290
2022
Q4 		$149K Sell
1,129
-33
-3% -$4.41K ﹤0.01% 1209
2022
Q3 		$145K Hold
1,162
– – ﹤0.01% 1174
2022
Q2 		$153K Buy
1,162
+170
+17% +$24.3K ﹤0.01% 1147
2022
Q1 		$158K Buy
992
+38
+4% +$5.96K ﹤0.01% 1141
2021
Q4 		$160K Buy
+954
New +$156K ﹤0.01% 1116
2021
Q2 		$145K Hold
954
– – ﹤0.01% 1006
2021
Q1 		$145K Hold
954
– – ﹤0.01% 1006
2020
Q4 		$145K Hold
954
– – ﹤0.01% 1006
2020
Q3 		$145K Hold
954
– – ﹤0.01% 1006
2020
Q2 		$145K Hold
954
– – ﹤0.01% 1006
2020
Q1 		$145K Hold
954
– – ﹤0.01% 1006
2019
Q4 		$145K Hold
954
– – ﹤0.01% 1006
2019
Q3 		$145K Hold
954
– – ﹤0.01% 1006
2019
Q2 		$145K Hold
954
– – ﹤0.01% 1006
2019
Q1 		$145K Sell
954
-701
-42% -$65.9K ﹤0.01% 1006
2018
Q4 		$144K Buy
+1,655
New +$155K ﹤0.01% 662

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 26% in Q1 2026, selling an estimated $383K and leaving 4,477 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Carson Wealth (CWM LLC) first reported a position in MGC in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.78M in Q3 2025. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,477 shares of Vanguard Morningstar Mega Cap ETF worth $1.06M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,543 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $383K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1503 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Morningstar Mega Cap ETF position peaked at $1.78M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

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