Carson Wealth (CWM LLC)
VEA icon

Carson Wealth (CWM LLC)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34M Sell
531,000
-10,756
-2% -$710K 0.09% 211
2025
Q4 		$33.8M Buy
541,756
+63,930
+13% +$3.92M 0.09% 201
2025
Q3 		$28.6M Buy
477,826
+5,303
+1% +$309K 0.09% 197
2025
Q2 		$26.9M Sell
472,523
-4,578
-1% -$245K 0.1% 186
2025
Q1 		$24.3M Buy
477,101
+328,033
+220% +$16.6M 0.1% 195
2024
Q4 		$7.13M Buy
149,068
+23,428
+19% +$1.18M 0.03% 394
2024
Q3 		$6.63M Sell
125,640
-15,870
-11% -$807K 0.03% 391
2024
Q2 		$6.99M Sell
141,510
-18,856
-12% -$938K 0.03% 355
2024
Q1 		$8.05M Buy
160,366
+8,145
+5% +$393K 0.04% 327
2023
Q4 		$7.29M Buy
152,221
+56,497
+59% +$2.53M 0.04% 331
2023
Q3 		$4.18M Sell
95,724
-19,399
-17% -$888K 0.03% 395
2023
Q2 		$5.32M Buy
115,123
+74,155
+181% +$3.41M 0.03% 330
2023
Q1 		$1.85M Sell
40,968
-10,739
-21% -$478K 0.01% 492
2022
Q4 		$2.17M Sell
51,707
-9,423
-15% -$382K 0.02% 436
2022
Q3 		$2.22M Sell
61,130
-9,364
-13% -$382K 0.02% 405
2022
Q2 		$2.88M Buy
70,494
+23,071
+49% +$1.03M 0.02% 365
2022
Q1 		$2.28M Buy
47,423
+20,256
+75% +$986K 0.02% 390
2021
Q4 		$1.39M Buy
+27,167
New +$1.39M 0.01% 516
2021
Q2 		$1.2M Hold
23,321
– – 0.01% 537
2021
Q1 		$1.2M Hold
23,321
– – 0.01% 537
2020
Q4 		$1.2M Hold
23,321
– – 0.01% 537
2020
Q3 		$1.2M Hold
23,321
– – 0.01% 537
2020
Q2 		$1.2M Hold
23,321
– – 0.01% 537
2020
Q1 		$1.2M Hold
23,321
– – 0.01% 537
2019
Q4 		$1.2M Hold
23,321
– – 0.01% 537
2019
Q3 		$1.2M Hold
23,321
– – 0.01% 537
2019
Q2 		$1.2M Hold
23,321
– – 0.01% 537
2019
Q1 		$1.2M Sell
23,321
-8,266
-26% -$330K 0.01% 537
2018
Q4 		$1.17M Sell
31,587
-6,049
-16% -$239K 0.03% 357
2018
Q3 		$1.63M Buy
37,636
+20,039
+114% +$864K 0.04% 274
2018
Q2 		$755K Buy
17,597
+6,090
+53% +$272K 0.02% 294
2018
Q1 		$509K Buy
11,507
+4,474
+64% +$203K 0.02% 278
2017
Q4 		$316K Buy
7,033
+1,911
+37% +$84.4K 0.01% 306
2017
Q3 		$222K Buy
5,122
+828
+19% +$35.1K 0.01% 314
2017
Q2 		$177K Sell
4,294
-10,824
-72% -$441K 0.01% 319
2017
Q1 		$594K Buy
15,118
+10,761
+247% +$412K 0.03% 222
2016
Q4 		$159K Sell
4,357
-384
-8% -$14K 0.01% 296
2016
Q3 		$177K Sell
4,741
-9,639
-67% -$354K 0.01% 273
2016
Q2 		$508K Buy
14,380
+13,135
+1,055% +$475K 0.04% 199
2016
Q1 		$45K Sell
1,245
-13,792
-92% -$476K ﹤0.01% 354
2015
Q4 		$552K Buy
15,037
+13,851
+1,168% +$519K 0.05% 173
2015
Q3 		$42K Buy
+1,186
New +$45.6K ﹤0.01% 300

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2% in Q1 2026, selling an estimated $710K and leaving 531,000 shares worth $34M. The position accounts for 0.09% of the portfolio, ranked #211.

Carson Wealth (CWM LLC) first reported a position in VEA in Q3 2015 and has held it in 42 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 531,000 shares of Vanguard FTSE Developed Markets ETF worth $34M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 10,756 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $710K.
  • Vanguard FTSE Developed Markets ETF made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #211 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2015 and has held it in 42 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

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