Carson Wealth (CWM LLC)
VFQY icon

Carson Wealth (CWM LLC)’s Vanguard US Quality Factor ETF VFQY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VFQY Stock Details VFQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.6K Hold
245
– – ﹤0.01% 4026
2025
Q4 		$38K Hold
245
– – ﹤0.01% 3807
2025
Q3 		$37K Hold
245
– – ﹤0.01% 3758
2025
Q2 		$35K Hold
245
– – ﹤0.01% 3540
2025
Q1 		$33K Hold
245
– – ﹤0.01% 3324
2024
Q4 		$35K Hold
245
– – ﹤0.01% 3063
2024
Q3 		$35K Hold
245
– – ﹤0.01% 2977
2024
Q2 		$33K Hold
245
– – ﹤0.01% 2782
2024
Q1 		$34K Hold
245
– – ﹤0.01% 2563
2023
Q4 		$31K Hold
245
– – ﹤0.01% 2499
2023
Q3 		$28K Hold
245
– – ﹤0.01% 2465
2023
Q2 		$28K Hold
245
– – ﹤0.01% 2420
2023
Q1 		$27K Hold
245
– – ﹤0.01% 2305
2022
Q4 		$26K Hold
245
– – ﹤0.01% 2187
2022
Q3 		$23K Buy
+245
New +$25.6K ﹤0.01% 2151

Other funds holding VFQY

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWMS
Cannon Wealth Management Services Winston Salem, North Carolina $148M AUM 13.37% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Vanguard US Quality Factor ETF (VFQY) position steady in Q1 2026 at 245 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4026.

Carson Wealth (CWM LLC) first reported a position in VFQY in Q3 2022 and has held it in 15 quarters since. The position peaked at $38K in Q4 2025. 96 funds tracked by Wall St. Rank hold VFQY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 245 shares of Vanguard US Quality Factor ETF worth $36.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Vanguard US Quality Factor ETF share count unchanged in Q1 2026.
  • Vanguard US Quality Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4026 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard US Quality Factor ETF in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard US Quality Factor ETF position peaked at $38K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q1 2026.

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