Carson Wealth (CWM LLC)
VCRB icon

Carson Wealth (CWM LLC)’s Vanguard Core Bond ETF VCRB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Buy
2,608
+2,020
+344% +$158K ﹤0.01% 2741
2025
Q4 		$46K Buy
+588
New +$46.1K ﹤0.01% 3671

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Core Bond ETF (VCRB) stake by 344% in Q1 2026, buying an estimated $158K and bringing the position to 2,608 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

Carson Wealth (CWM LLC) first reported a position in VCRB in Q4 2025 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,608 shares of Vanguard Core Bond ETF worth $202K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,020 Vanguard Core Bond ETF shares in Q1 2026, an estimated $158K.
  • Vanguard Core Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2741 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

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