Carson Wealth (CWM LLC)
VFH icon

Carson Wealth (CWM LLC)’s Vanguard Financials ETF VFH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$413K Buy
3,415
+599
+21% +$76.4K ﹤0.01% 2148
2025
Q4 		$376K Buy
2,816
+362
+15% +$47K ﹤0.01% 2097
2025
Q3 		$322K Sell
2,454
-378
-13% -$48.9K ﹤0.01% 2071
2025
Q2 		$361K Sell
2,832
-741
-21% -$88.4K ﹤0.01% 1754
2025
Q1 		$427K Buy
3,573
+550
+18% +$67K ﹤0.01% 1522
2024
Q4 		$357K Buy
3,023
+1,671
+124% +$198K ﹤0.01% 1511
2024
Q3 		$149K Sell
1,352
-1,235
-48% -$131K ﹤0.01% 1939
2024
Q2 		$258K Buy
2,587
+683
+36% +$68.2K ﹤0.01% 1460
2024
Q1 		$195K Buy
1,904
+72
+4% +$6.91K ﹤0.01% 1527
2023
Q4 		$169K Buy
1,832
+184
+11% +$15.5K ﹤0.01% 1491
2023
Q3 		$132K Buy
1,648
+1,346
+446% +$113K ﹤0.01% 1486
2023
Q2 		$25K Sell
302
-8
-3% -$628 ﹤0.01% 2496
2023
Q1 		$24K Sell
310
-582
-65% -$49.2K ﹤0.01% 2382
2022
Q4 		$74K Sell
892
-848
-49% -$70.1K ﹤0.01% 1517
2022
Q3 		$130K Sell
1,740
-134
-7% -$10.9K ﹤0.01% 1227
2022
Q2 		$145K Buy
1,874
+478
+34% +$40.4K ﹤0.01% 1173
2022
Q1 		$130K Buy
1,396
+802
+135% +$76.8K ﹤0.01% 1231
2021
Q4 		$57K Buy
+594
New +$57.9K ﹤0.01% 1524
2021
Q2 		$57K Hold
625
– – ﹤0.01% 1345
2021
Q1 		$57K Hold
625
– – ﹤0.01% 1345
2020
Q4 		$57K Hold
625
– – ﹤0.01% 1345
2020
Q3 		$57K Hold
625
– – ﹤0.01% 1345
2020
Q2 		$57K Hold
625
– – ﹤0.01% 1345
2020
Q1 		$57K Hold
625
– – ﹤0.01% 1345
2019
Q4 		$57K Hold
625
– – ﹤0.01% 1345
2019
Q3 		$57K Hold
625
– – ﹤0.01% 1345
2019
Q2 		$57K Hold
625
– – ﹤0.01% 1345
2019
Q1 		$57K Sell
625
-567
-48% -$36.8K ﹤0.01% 1345
2018
Q4 		$71K Sell
1,192
-1,842
-61% -$120K ﹤0.01% 796
2018
Q3 		$210K Buy
3,034
+416
+16% +$29.4K 0.01% 509
2018
Q2 		$177K Hold
2,618
– – 0.01% 439
2018
Q1 		$182K Buy
2,618
+3
+0.1% +$216 0.01% 376
2017
Q4 		$183K Sell
2,615
-14
-0.5% -$949 0.01% 357
2017
Q3 		$172K Buy
2,629
+28
+1% +$1.77K 0.01% 345
2017
Q2 		$163K Hold
2,601
– – 0.01% 328
2017
Q1 		$157K Buy
2,601
+3
+0.1% +$183 0.01% 316
2016
Q4 		$154K Buy
2,598
+31
+1% +$1.69K 0.01% 300
2016
Q3 		$127K Hold
2,567
– – 0.01% 309
2016
Q2 		$122K Sell
2,567
-3,246
-56% -$154K 0.01% 288
2016
Q1 		$269K Buy
+5,813
New +$258K 0.02% 214

Other funds holding VFH

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
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Financials ETF (VFH) stake by 21% in Q1 2026, buying an estimated $76.4K and bringing the position to 3,415 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Carson Wealth (CWM LLC) first reported a position in VFH in Q1 2016 and has held it in 40 quarters since. The position peaked at $427K in Q1 2025. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,415 shares of Vanguard Financials ETF worth $413K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 599 Vanguard Financials ETF shares in Q1 2026, an estimated $76.4K.
  • Vanguard Financials ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2148 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Financials ETF in Q1 2016 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Financials ETF position peaked at $427K in Q1 2025.
  • 743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

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