Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$388K Sell
1,730
-1,341
-44% -$307K ﹤0.01% 2201
2025
Q4 		$649K Buy
3,071
+255
+9% +$54.2K ﹤0.01% 1764
2025
Q3 		$602K Sell
2,816
-12,237
-81% -$2.68M ﹤0.01% 1695
2025
Q2 		$3.3M Sell
15,053
-3,374
-18% -$740K 0.01% 741
2025
Q1 		$4.03M Buy
18,427
+17,370
+1,643% +$3.75M 0.02% 589
2024
Q4 		$223K Buy
1,057
+132
+14% +$28.6K ﹤0.01% 1762
2024
Q3 		$202K Sell
925
-601
-39% -$128K ﹤0.01% 1749
2024
Q2 		$310K Buy
1,526
+474
+45% +$96.3K ﹤0.01% 1376
2024
Q1 		$215K Buy
1,052
+323
+44% +$63.4K ﹤0.01% 1485
2023
Q4 		$139K Sell
729
-282
-28% -$51.7K ﹤0.01% 1587
2023
Q3 		$185K Buy
1,011
+842
+498% +$162K ﹤0.01% 1342
2023
Q2 		$33K Buy
169
+7
+4% +$1.37K ﹤0.01% 2299
2023
Q1 		$31K Sell
162
-443
-73% -$84K ﹤0.01% 2214
2022
Q4 		$116K Buy
605
+250
+70% +$47K ﹤0.01% 1315
2022
Q3 		$61K Hold
355
– – ﹤0.01% 1575
2022
Q2 		$66K Sell
355
-106
-23% -$20.5K ﹤0.01% 1501
2022
Q1 		$90K Buy
461
+12
+3% +$2.34K ﹤0.01% 1367
2021
Q4 		$90K Buy
+449
New +$84.6K ﹤0.01% 1333
2021
Q2 		$35K Hold
193
– – ﹤0.01% 1557
2021
Q1 		$35K Hold
193
– – ﹤0.01% 1557
2020
Q4 		$35K Hold
193
– – ﹤0.01% 1557
2020
Q3 		$35K Hold
193
– – ﹤0.01% 1557
2020
Q2 		$35K Hold
193
– – ﹤0.01% 1557
2020
Q1 		$35K Hold
193
– – ﹤0.01% 1556
2019
Q4 		$35K Hold
193
– – ﹤0.01% 1556
2019
Q3 		$35K Hold
193
– – ﹤0.01% 1556
2019
Q2 		$35K Hold
193
– – ﹤0.01% 1556
2019
Q1 		$35K Hold
193
– – ﹤0.01% 1556
2018
Q4 		$25K Sell
193
-1,000
-84% -$140K ﹤0.01% 1074
2018
Q3 		$167K Sell
1,193
-107
-8% -$14.9K ﹤0.01% 540
2018
Q2 		$175K Buy
1,300
+107
+9% +$14.2K 0.01% 443
2018
Q1 		$162K Sell
1,193
-17
-1% -$2.41K 0.01% 387
2017
Q4 		$177K Sell
1,210
-33
-3% -$4.65K 0.01% 361
2017
Q3 		$172K Buy
1,243
+50
+4% +$7.04K 0.01% 344
2017
Q2 		$168K Hold
1,193
– – 0.01% 323
2017
Q1 		$168K Hold
1,193
– – 0.01% 311
2016
Q4 		$160K Buy
1,193
+355
+42% +$47.5K 0.01% 292
2016
Q3 		$115K Hold
838
– – 0.01% 321
2016
Q2 		$118K Sell
838
-1,046
-56% -$142K 0.01% 291
2016
Q1 		$255K Buy
+1,884
New +$244K 0.02% 218

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 VDC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Vanguard Consumer Staples ETF (VDC) stake by 44% in Q1 2026, selling an estimated $307K and leaving 1,730 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Carson Wealth (CWM LLC) first reported a position in VDC in Q1 2016 and has held it in 40 quarters since. The position peaked at $4.03M in Q1 2025. 630 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,730 shares of Vanguard Consumer Staples ETF worth $388K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,341 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $307K.
  • Vanguard Consumer Staples ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2201 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Consumer Staples ETF in Q1 2016 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Consumer Staples ETF position peaked at $4.03M in Q1 2025.
  • 630 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

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