Carson Wealth (CWM LLC)
VDE icon

Carson Wealth (CWM LLC)’s Vanguard Energy ETF VDE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.79M Buy
56,574
+1,100
+2% +$166K 0.03% 566
2025
Q4 		$6.99M Buy
55,474
+44,460
+404% +$5.58M 0.02% 650
2025
Q3 		$1.39M Buy
11,014
+8,137
+283% +$1M ﹤0.01% 1245
2025
Q2 		$343K Sell
2,877
-120
-4% -$14K ﹤0.01% 1783
2025
Q1 		$389K Buy
2,997
+203
+7% +$25.6K ﹤0.01% 1562
2024
Q4 		$339K Buy
2,794
+859
+44% +$109K ﹤0.01% 1524
2024
Q3 		$237K Buy
1,935
+1,279
+195% +$160K ﹤0.01% 1672
2024
Q2 		$84K Sell
656
-2
-0.3% -$260 ﹤0.01% 2096
2024
Q1 		$87K Sell
658
-8
-1% -$959 ﹤0.01% 1959
2023
Q4 		$78K Sell
666
-865
-56% -$104K ﹤0.01% 1900
2023
Q3 		$194K Buy
1,531
+416
+37% +$50.9K ﹤0.01% 1326
2023
Q2 		$126K Sell
1,115
-398
-26% -$44.8K ﹤0.01% 1452
2023
Q1 		$173K Sell
1,513
-190
-11% -$22.5K ﹤0.01% 1261
2022
Q4 		$206K Sell
1,703
-856
-33% -$104K ﹤0.01% 1095
2022
Q3 		$260K Sell
2,559
-2,958
-54% -$315K ﹤0.01% 957
2022
Q2 		$549K Buy
5,517
+404
+8% +$45.2K ﹤0.01% 711
2022
Q1 		$547K Sell
5,113
-308
-6% -$29.6K ﹤0.01% 706
2021
Q4 		$421K Buy
+5,421
New +$431K ﹤0.01% 775
2021
Q2 		$347K Hold
4,570
– – ﹤0.01% 750
2021
Q1 		$347K Hold
4,570
– – ﹤0.01% 750
2020
Q4 		$347K Hold
4,570
– – ﹤0.01% 750
2020
Q3 		$347K Hold
4,570
– – ﹤0.01% 750
2020
Q2 		$347K Hold
4,570
– – ﹤0.01% 750
2020
Q1 		$347K Hold
4,570
– – ﹤0.01% 750
2019
Q4 		$347K Hold
4,570
– – ﹤0.01% 750
2019
Q3 		$347K Hold
4,570
– – ﹤0.01% 750
2019
Q2 		$347K Hold
4,570
– – ﹤0.01% 750
2019
Q1 		$347K Buy
4,570
+1,440
+46% +$125K ﹤0.01% 750
2018
Q4 		$241K Buy
3,130
+1,508
+93% +$138K 0.01% 563
2018
Q3 		$170K Buy
1,622
+1,240
+325% +$129K ﹤0.01% 539
2018
Q2 		$40K Sell
382
-177
-32% -$18.1K ﹤0.01% 682
2018
Q1 		$52K Sell
559
-812
-59% -$78.6K ﹤0.01% 549
2017
Q4 		$136K Hold
1,371
– – 0.01% 388
2017
Q3 		$128K Hold
1,371
– – 0.01% 382
2017
Q2 		$121K Buy
1,371
+56
+4% +$5.17K 0.01% 368
2017
Q1 		$127K Hold
1,315
– – 0.01% 341
2016
Q4 		$138K Sell
1,315
-46
-3% -$4.6K 0.01% 314
2016
Q3 		$133K Hold
1,361
– – 0.01% 304
2016
Q2 		$129K Buy
1,361
+15
+1% +$1.38K 0.01% 279
2016
Q1 		$116K Buy
1,346
+1,046
+349% +$83.8K 0.01% 266
2015
Q4 		$25K Hold
300
– – ﹤0.01% 376
2015
Q3 		$25K Buy
+300
New +$28.5K ﹤0.01% 350

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Energy ETF (VDE) stake by 2% in Q1 2026, buying an estimated $166K and bringing the position to 56,574 shares worth $9.79M. The position accounts for 0.03% of the portfolio, ranked #566.

Carson Wealth (CWM LLC) first reported a position in VDE in Q3 2015 and has held it in 42 quarters since. 776 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 56,574 shares of Vanguard Energy ETF worth $9.79M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,100 Vanguard Energy ETF shares in Q1 2026, an estimated $166K.
  • Vanguard Energy ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #566 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Energy ETF in Q3 2015 and has held it in 42 quarters since.
  • 776 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

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