Carson Wealth (CWM LLC)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $88.9M | Buy |
1,121,300
+114,267
| +11% | +$9.11M | 0.23% | 83 |
|
|
2025
Q4 | $80.3M | Buy |
1,007,033
+624,795
| +163% | +$49.9M | 0.22% | 88 |
|
|
2025
Q3 | $30.6M | Sell |
382,238
-183,172
| -32% | -$14.6M | 0.09% | 186 |
|
|
2025
Q2 | $45M | Sell |
565,410
-3,075
| -0.5% | -$242K | 0.16% | 121 |
|
|
2025
Q1 | $44.9M | Buy |
568,485
+242,031
| +74% | +$19M | 0.18% | 110 |
|
|
2024
Q4 | $25.5M | Buy |
326,454
+3,062
| +0.9% | +$240K | 0.11% | 169 |
|
|
2024
Q3 | $25.7M | Sell |
323,392
-115,256
| -26% | -$9.05M | 0.11% | 171 |
|
|
2024
Q2 | $33.9M | Sell |
438,648
-26,315
| -6% | -$2.02M | 0.16% | 128 |
|
|
2024
Q1 | $35.9M | Sell |
464,963
-24,823
| -5% | -$1.92M | 0.17% | 125 |
|
|
2023
Q4 | $37.9M | Buy |
489,786
+31,551
| +7% | +$2.39M | 0.2% | 95 |
|
|
2023
Q3 | $34.4M | Buy |
458,235
+46,126
| +11% | +$3.48M | 0.21% | 92 |
|
|
2023
Q2 | $31.2M | Buy |
412,109
+10,698
| +3% | +$813K | 0.19% | 100 |
|
|
2023
Q1 | $30.6M | Buy |
401,411
+47,025
| +13% | +$3.56M | 0.21% | 97 |
|
|
2022
Q4 | $26.6M | Buy |
354,386
+25,240
| +8% | +$1.89M | 0.2% | 111 |
|
|
2022
Q3 | $24.4M | Buy |
329,146
+325,125
| +8,086% | +$24.8M | 0.19% | 107 |
|
|
2022
Q2 | $307K | Buy |
4,021
+3,302
| +459% | +$254K | ﹤0.01% | 883 |
|
|
2022
Q1 | $56K | Sell |
719
-164
| -19% | -$13K | ﹤0.01% | 1557 |
|
|
2021
Q4 | $72K | Buy |
+883
| New | +$72.1K | ﹤0.01% | 1433 |
|
|
2021
Q2 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q1 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q4 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q3 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q2 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q1 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1012 |
|
|
2019
Q4 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1012 |
|
|
2019
Q3 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1012 |
|
|
2019
Q2 | $143K | Hold |
1,723
| – | – | ﹤0.01% | 1012 |
|
|
2019
Q1 | $143K | Sell |
1,723
-19,036
| -92% | -$1.5M | ﹤0.01% | 1012 |
|
|
2018
Q4 | $1.62M | Buy |
20,759
+4,205
| +25% | +$327K | 0.04% | 314 |
|
|
2018
Q3 | $1.29M | Buy |
16,554
+16,453
| +16,290% | +$1.29M | 0.03% | 293 |
|
|
2018
Q2 | $8K | Sell |
101
-249
| -71% | -$19.4K | ﹤0.01% | 1086 |
|
|
2018
Q1 | $27K | Sell |
350
-310
| -47% | -$24.4K | ﹤0.01% | 658 |
|
|
2017
Q4 | $52K | Buy |
660
+310
| +89% | +$24.7K | ﹤0.01% | 524 |
|
|
2017
Q3 | $28K | Buy |
+350
| New | +$28K | ﹤0.01% | 642 |
|
Other funds holding VCSH
PP
AC
NL
B
Carson Wealth (CWM LLC)'s VCSH Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 11% in Q1 2026, buying an estimated $9.11M and bringing the position to 1,121,300 shares worth $88.9M. The position accounts for 0.23% of the portfolio, ranked #83.
Carson Wealth (CWM LLC) first reported a position in VCSH in Q3 2017 and has held it in 34 quarters since. 1,463 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,121,300 shares of Vanguard Short-Term Corporate Bond ETF worth $88.9M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 114,267 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $9.11M.
- Vanguard Short-Term Corporate Bond ETF made up 0.23% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #83 holding.
- Carson Wealth (CWM LLC) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2017 and has held it in 34 quarters since.
- 1,463 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.