Carson Wealth (CWM LLC)
VEXC

Carson Wealth (CWM LLC)’s Vanguard Emerging Markets Ex-China ETF VEXC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VEXC Stock Details VEXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.3K Buy
557
+239
+75% +$20.1K ﹤0.01% 3889
2025
Q4 		$25K Buy
+318
New +$24.8K ﹤0.01% 4056

Other funds holding VEXC

EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Emerging Markets Ex-China ETF (VEXC) stake by 75% in Q1 2026, buying an estimated $20.1K and bringing the position to 557 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3889.

Carson Wealth (CWM LLC) first reported a position in VEXC in Q4 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold VEXC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 557 shares of Vanguard Emerging Markets Ex-China ETF worth $45.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 239 Vanguard Emerging Markets Ex-China ETF shares in Q1 2026, an estimated $20.1K.
  • Vanguard Emerging Markets Ex-China ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3889 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Emerging Markets Ex-China ETF in Q4 2025 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Vanguard Emerging Markets Ex-China ETF as of Q1 2026.

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