Carson Wealth (CWM LLC)
VCIT icon

Carson Wealth (CWM LLC)’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.2M Buy
461,945
+16,364
+4% +$1.37M 0.1% 191
2025
Q4 		$37.3M Buy
445,581
+18,452
+4% +$1.55M 0.1% 181
2025
Q3 		$35.9M Buy
427,129
+21,758
+5% +$1.81M 0.11% 165
2025
Q2 		$33.6M Buy
405,371
+53,729
+15% +$4.37M 0.12% 154
2025
Q1 		$28.8M Buy
351,642
+338,444
+2,564% +$27.4M 0.11% 163
2024
Q4 		$1.06M Buy
13,198
+378
+3% +$30.9K ﹤0.01% 1051
2024
Q3 		$1.07M Buy
12,820
+2,673
+26% +$220K ﹤0.01% 987
2024
Q2 		$811K Sell
10,147
-2,131
-17% -$169K ﹤0.01% 1011
2024
Q1 		$988K Buy
12,278
+4,290
+54% +$344K ﹤0.01% 858
2023
Q4 		$649K Sell
7,988
-1,293
-14% -$99.9K ﹤0.01% 962
2023
Q3 		$705K Buy
9,281
+4,404
+90% +$343K ﹤0.01% 864
2023
Q2 		$385K Buy
4,877
+874
+22% +$69.5K ﹤0.01% 1026
2023
Q1 		$321K Sell
4,003
-472
-11% -$37.4K ﹤0.01% 1035
2022
Q4 		$347K Sell
4,475
-1,195
-21% -$91.9K ﹤0.01% 910
2022
Q3 		$429K Sell
5,670
-3,630
-39% -$291K ﹤0.01% 796
2022
Q2 		$744K Buy
9,300
+400
+4% +$32.7K 0.01% 634
2022
Q1 		$766K Sell
8,900
-2,017
-18% -$179K 0.01% 625
2021
Q4 		$1.01M Buy
+10,917
New +$1.02M 0.01% 574
2021
Q2 		$5.43M Hold
57,093
– – 0.04% 281
2021
Q1 		$5.43M Hold
57,093
– – 0.04% 281
2020
Q4 		$5.43M Hold
57,093
– – 0.04% 281
2020
Q3 		$5.43M Hold
57,093
– – 0.04% 281
2020
Q2 		$5.43M Hold
57,093
– – 0.04% 281
2020
Q1 		$5.43M Hold
57,093
– – 0.04% 281
2019
Q4 		$5.43M Hold
57,093
– – 0.04% 281
2019
Q3 		$5.43M Hold
57,093
– – 0.04% 281
2019
Q2 		$5.43M Hold
57,093
– – 0.04% 281
2019
Q1 		$5.43M Buy
57,093
+55,530
+3,553% +$4.71M 0.04% 281
2018
Q4 		$130K Buy
1,563
+1,010
+183% +$83.3K ﹤0.01% 681
2018
Q3 		$46K Sell
553
-822
-60% -$68.9K ﹤0.01% 766
2018
Q2 		$115K Buy
1,375
+1,136
+475% +$95K ﹤0.01% 502
2018
Q1 		$20K Sell
239
-35
-13% -$2.99K ﹤0.01% 715
2017
Q4 		$24K Sell
274
-686
-71% -$60.1K ﹤0.01% 672
2017
Q3 		$84K Buy
960
+2
+0.2% +$176 ﹤0.01% 436
2017
Q2 		$84K Sell
958
-2,118
-69% -$185K ﹤0.01% 403
2017
Q1 		$266K Buy
3,076
+1,786
+138% +$154K 0.02% 274
2016
Q4 		$111K Buy
1,290
+432
+50% +$37.6K 0.01% 337
2016
Q3 		$77K Buy
858
+1
+0.1% +$89 0.01% 366
2016
Q2 		$77K Sell
857
-907
-51% -$79.5K 0.01% 336
2016
Q1 		$153K Sell
1,764
-537
-23% -$45.6K 0.01% 245
2015
Q4 		$193K Sell
2,301
-4,722
-67% -$401K 0.02% 227
2015
Q3 		$600K Buy
7,023
+1,271
+22% +$108K 0.06% 148
2015
Q2 		$491K Buy
+5,752
New +$498K 0.05% 143

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 3.7% in Q1 2026, buying an estimated $1.37M and bringing the position to 461,945 shares worth $38.2M. The position accounts for 0.1% of the portfolio, ranked #191.

Carson Wealth (CWM LLC) first reported a position in VCIT in Q2 2015 and has held it in 43 quarters since. 1,364 funds tracked by Wall St. Rank hold VCIT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 461,945 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $38.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,364 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2026, an estimated $1.37M.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #191 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2015 and has held it in 43 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2026.

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