Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.4M Buy
325,412
+19,311
+6% +$1.16M 0.05% 341
2025
Q4 		$18.3M Buy
306,101
+16,672
+6% +$1M 0.05% 348
2025
Q3 		$17.4M Buy
289,429
+9,699
+3% +$579K 0.05% 309
2025
Q2 		$16.7M Buy
279,730
+9,254
+3% +$548K 0.06% 281
2025
Q1 		$16.1M Buy
270,476
+251,635
+1,336% +$14.7M 0.06% 259
2024
Q4 		$1.09M Sell
18,841
-63,258
-77% -$3.72M ﹤0.01% 1033
2024
Q3 		$4.96M Sell
82,099
-77,455
-49% -$4.62M 0.02% 443
2024
Q2 		$9.29M Buy
159,554
+143,141
+872% +$8.28M 0.04% 308
2024
Q1 		$961K Buy
16,413
+3,407
+26% +$200K ﹤0.01% 871
2023
Q4 		$772K Sell
13,006
-1,006
-7% -$58K ﹤0.01% 909
2023
Q3 		$801K Buy
14,012
+12,508
+832% +$725K ﹤0.01% 827
2023
Q2 		$88K Buy
1,504
+1,160
+337% +$69.2K ﹤0.01% 1639
2023
Q1 		$21K Sell
344
-111
-24% -$6.58K ﹤0.01% 2487
2022
Q4 		$27K Buy
455
+149
+49% +$8.71K ﹤0.01% 2165
2022
Q3 		$18K Buy
306
+107
+54% +$6.49K ﹤0.01% 2307
2022
Q2 		$12K Sell
199
-46
-19% -$2.82K ﹤0.01% 2490
2022
Q1 		$15K Sell
245
-465
-65% -$30.1K ﹤0.01% 2270
2021
Q4 		$47K Buy
+710
New +$47.6K ﹤0.01% 1599
2021
Q2 		$376K Hold
5,541
– – ﹤0.01% 734
2021
Q1 		$376K Hold
5,541
– – ﹤0.01% 734
2020
Q4 		$376K Hold
5,541
– – ﹤0.01% 734
2020
Q3 		$376K Hold
5,541
– – ﹤0.01% 734
2020
Q2 		$376K Hold
5,541
– – ﹤0.01% 734
2020
Q1 		$376K Hold
5,541
– – ﹤0.01% 734
2019
Q4 		$376K Hold
5,541
– – ﹤0.01% 734
2019
Q3 		$376K Hold
5,541
– – ﹤0.01% 734
2019
Q2 		$376K Hold
5,541
– – ﹤0.01% 734
2019
Q1 		$376K Buy
+5,541
New +$352K ﹤0.01% 734
2016
Q4 		– Sell
-142
Closed -$9K – 1190
2016
Q3 		$9K Sell
142
-8,632
-98% -$576K ﹤0.01% 724
2016
Q2 		$590K Buy
+8,774
New +$582K 0.04% 190

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.3% in Q1 2026, buying an estimated $1.16M and bringing the position to 325,412 shares worth $19.4M. The position accounts for 0.05% of the portfolio, ranked #341.

Carson Wealth (CWM LLC) first reported a position in VGIT in Q2 2016 and has held it in 30 quarters since. 955 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 325,412 shares of Vanguard Intermediate-Term Treasury ETF worth $19.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19,311 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $1.16M.
  • Vanguard Intermediate-Term Treasury ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #341 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2016 and has held it in 30 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

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