Carson Wealth (CWM LLC)
VEU icon

Carson Wealth (CWM LLC)’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70.4M Buy
937,620
+60,646
+7% +$4.7M 0.19% 115
2025
Q4 		$64.5M Buy
876,974
+68,035
+8% +$4.95M 0.17% 111
2025
Q3 		$57.7M Buy
808,939
+81,876
+11% +$5.65M 0.17% 114
2025
Q2 		$48.9M Buy
727,063
+41,450
+6% +$2.62M 0.17% 114
2025
Q1 		$41.6M Sell
685,613
-81,161
-11% -$4.89M 0.17% 118
2024
Q4 		$44M Buy
766,774
+274,003
+56% +$16.5M 0.18% 99
2024
Q3 		$31M Sell
492,771
-2,702
-0.5% -$163K 0.13% 138
2024
Q2 		$29.1M Sell
495,473
-22,902
-4% -$1.34M 0.14% 140
2024
Q1 		$30.4M Buy
518,375
+41,875
+9% +$2.37M 0.15% 141
2023
Q4 		$26.8M Buy
476,500
+89,666
+23% +$4.75M 0.14% 145
2023
Q3 		$20.1M Buy
386,834
+58,162
+18% +$3.15M 0.12% 153
2023
Q2 		$17.9M Buy
328,672
+42,022
+15% +$2.28M 0.11% 170
2023
Q1 		$15.3M Buy
286,650
+49,583
+21% +$2.63M 0.1% 173
2022
Q4 		$11.9M Buy
237,067
+30,465
+15% +$1.48M 0.09% 182
2022
Q3 		$9.16M Buy
206,602
+13,619
+7% +$674K 0.07% 204
2022
Q2 		$9.64M Sell
192,983
-16,637
-8% -$891K 0.07% 200
2022
Q1 		$12.1M Buy
209,620
+44,580
+27% +$2.62M 0.09% 188
2021
Q4 		$10.1M Buy
+165,040
New +$10.2M 0.07% 208
2021
Q2 		$4.02M Hold
63,410
– – 0.03% 309
2021
Q1 		$4.02M Hold
63,410
– – 0.03% 309
2020
Q4 		$4.02M Hold
63,410
– – 0.03% 309
2020
Q3 		$4.02M Hold
63,410
– – 0.03% 309
2020
Q2 		$4.02M Hold
63,410
– – 0.03% 309
2020
Q1 		$4.02M Hold
63,410
– – 0.03% 309
2019
Q4 		$4.02M Hold
63,410
– – 0.03% 309
2019
Q3 		$4.02M Hold
63,410
– – 0.03% 309
2019
Q2 		$4.02M Hold
63,410
– – 0.03% 309
2019
Q1 		$4.02M Buy
63,410
+50,864
+405% +$2.49M 0.03% 309
2018
Q4 		$572K Buy
12,546
+3,548
+39% +$170K 0.01% 435
2018
Q3 		$468K Buy
8,998
+1,316
+17% +$68.6K 0.01% 396
2018
Q2 		$398K Buy
7,682
+46
+0.6% +$2.49K 0.01% 353
2018
Q1 		$415K Buy
7,636
+477
+7% +$26.6K 0.02% 298
2017
Q4 		$392K Buy
7,159
+2,380
+50% +$128K 0.02% 285
2017
Q3 		$252K Buy
4,779
+3,026
+173% +$157K 0.01% 306
2017
Q2 		$88K Sell
1,753
-220
-11% -$10.9K ﹤0.01% 399
2017
Q1 		$94K Sell
1,973
-50
-2% -$2.33K 0.01% 369
2016
Q4 		$89K Buy
2,023
+723
+56% +$32.1K 0.01% 369
2016
Q3 		$59K Buy
+1,300
New +$58.1K ﹤0.01% 397
2016
Q2 		– Sell
-162
Closed -$7K – 866
2016
Q1 		$7K Buy
162
+36
+29% +$1.48K ﹤0.01% 570
2015
Q4 		$5K Buy
+126
New +$5.63K ﹤0.01% 528

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 6.9% in Q1 2026, buying an estimated $4.7M and bringing the position to 937,620 shares worth $70.4M. The position accounts for 0.19% of the portfolio, ranked #115.

Carson Wealth (CWM LLC) first reported a position in VEU in Q4 2015 and has held it in 40 quarters since. 1,567 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 937,620 shares of Vanguard FTSE All-World ex-US ETF worth $70.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 60,646 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $4.7M.
  • Vanguard FTSE All-World ex-US ETF made up 0.19% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #115 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2015 and has held it in 40 quarters since.
  • 1,567 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

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