Carson Wealth (CWM LLC)
VCEB icon

Carson Wealth (CWM LLC)’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VCEB Stock Details VCEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$855K Buy
13,604
+2,942
+28% +$187K ﹤0.01% 1643
2025
Q4 		$678K Sell
10,662
-175
-2% -$11.2K ﹤0.01% 1732
2025
Q3 		$696K Sell
10,837
-49
-0.5% -$3.11K ﹤0.01% 1612
2025
Q2 		$690K Buy
10,886
+710
+7% +$44.2K ﹤0.01% 1446
2025
Q1 		$640K Buy
+10,176
New +$636K ﹤0.01% 1355

Other funds holding VCEB

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 28% in Q1 2026, buying an estimated $187K and bringing the position to 13,604 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Carson Wealth (CWM LLC) first reported a position in VCEB in Q1 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold VCEB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,604 shares of Vanguard ESG US Corporate Bond ETF worth $855K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,942 Vanguard ESG US Corporate Bond ETF shares in Q1 2026, an estimated $187K.
  • Vanguard ESG US Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1643 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2026.

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