Carson Wealth (CWM LLC)
VFVA icon

Carson Wealth (CWM LLC)’s Vanguard US Value Factor ETF VFVA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12
Closed -$1K – 5320
2025
Q1 		$1K Buy
+12
New +$1.43K ﹤0.01% 5007
2023
Q4 		– Sell
-27
Closed -$3K – 4543
2023
Q3 		$3K Buy
+27
New +$2.78K ﹤0.01% 3716

Other funds holding VFVA

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VFVA Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Vanguard US Value Factor ETF (VFVA) in Q2 2025, closing a stake of 12 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in VFVA in Q3 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 87 funds tracked by Wall St. Rank hold VFVA as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Vanguard US Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 12 Vanguard US Value Factor ETF shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard US Value Factor ETF in Q3 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Vanguard US Value Factor ETF position peaked at $3K in Q3 2023.
  • 87 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.