Carson Wealth (CWM LLC)
VGK icon

Carson Wealth (CWM LLC)’s Vanguard FTSE Europe ETF VGK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VGK Stock Details VGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56M Buy
18,916
+2,784
+17% +$239K ﹤0.01% 1308
2025
Q4 		$1.35M Buy
16,132
+7,351
+84% +$597K ﹤0.01% 1340
2025
Q3 		$701K Sell
8,781
-14,535
-62% -$1.14M ﹤0.01% 1606
2025
Q2 		$1.81M Buy
23,316
+18,679
+403% +$1.38M 0.01% 989
2025
Q1 		$326K Buy
4,637
+1,913
+70% +$132K ﹤0.01% 1627
2024
Q4 		$173K Buy
2,724
+1,243
+84% +$83K ﹤0.01% 1925
2024
Q3 		$105K Buy
1,481
+1,279
+633% +$87.9K ﹤0.01% 2171
2024
Q2 		$13K Sell
202
-625
-76% -$42.3K ﹤0.01% 3407
2024
Q1 		$56K Buy
827
+426
+106% +$27.6K ﹤0.01% 2226
2023
Q4 		$26K Buy
401
+5
+1% +$299 ﹤0.01% 2610
2023
Q3 		$23K Buy
396
+203
+105% +$12.4K ﹤0.01% 2614
2023
Q2 		$12K Sell
193
-107
-36% -$6.65K ﹤0.01% 2995
2023
Q1 		$18K Sell
300
-375
-56% -$22.4K ﹤0.01% 2592
2022
Q4 		$37K Sell
675
-100
-13% -$5.28K ﹤0.01% 1946
2022
Q3 		$36K Buy
775
+534
+222% +$27.9K ﹤0.01% 1838
2022
Q2 		$13K Buy
241
+231
+2,310% +$13.4K ﹤0.01% 2437
2022
Q1 		$1K Sell
10
-6
-38% -$385 ﹤0.01% 3429
2021
Q4 		$1K Buy
+16
New +$1.08K ﹤0.01% 3396
2021
Q2 		$1K Hold
10
– – ﹤0.01% 2860
2021
Q1 		$1K Hold
10
– – ﹤0.01% 2859
2020
Q4 		$1K Hold
10
– – ﹤0.01% 2859
2020
Q3 		$1K Hold
10
– – ﹤0.01% 2856
2020
Q2 		$1K Hold
10
– – ﹤0.01% 2856
2020
Q1 		$1K Hold
10
– – ﹤0.01% 2854
2019
Q4 		$1K Hold
10
– – ﹤0.01% 2854
2019
Q3 		$1K Hold
10
– – ﹤0.01% 2854
2019
Q2 		$1K Hold
10
– – ﹤0.01% 2854
2019
Q1 		$1K Sell
10
-12,606
-100% -$659K ﹤0.01% 2852
2018
Q4 		$613K Sell
12,616
-13,987
-53% -$721K 0.02% 424
2018
Q3 		$1.5M Sell
26,603
-1,721
-6% -$97.5K 0.04% 278
2018
Q2 		$1.59M Sell
28,324
-10,662
-27% -$627K 0.05% 235
2018
Q1 		$2.27M Sell
38,986
-50,677
-57% -$3.04M 0.09% 161
2017
Q4 		$5.3M Sell
89,663
-399,642
-82% -$23.3M 0.24% 84
2017
Q3 		$28.5M Buy
489,305
+31,299
+7% +$1.78M 1.35% 20
2017
Q2 		$25.3M Buy
458,006
+90,752
+25% +$4.95M 1.29% 25
2017
Q1 		$18.9M Buy
367,254
+242,797
+195% +$12.1M 1.07% 31
2016
Q4 		$5.97M Buy
124,457
+65,433
+111% +$3.08M 0.37% 69
2016
Q3 		$2.88M Buy
59,024
+11,320
+24% +$545K 0.2% 130
2016
Q2 		$2.23M Buy
47,704
+29,689
+165% +$1.44M 0.16% 147
2016
Q1 		$874K Buy
18,015
+16,359
+988% +$765K 0.08% 165
2015
Q4 		$83K Buy
+1,656
New +$84.7K 0.01% 274

Other funds holding VGK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VIA
Vanguard Investments Australia Victoria, Australia $40.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard FTSE Europe ETF (VGK) stake by 17% in Q1 2026, buying an estimated $239K and bringing the position to 18,916 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Carson Wealth (CWM LLC) first reported a position in VGK in Q4 2015 and has held it in 41 quarters since. The position peaked at $28.5M in Q3 2017. 890 funds tracked by Wall St. Rank hold VGK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,916 shares of Vanguard FTSE Europe ETF worth $1.56M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,784 Vanguard FTSE Europe ETF shares in Q1 2026, an estimated $239K.
  • Vanguard FTSE Europe ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1308 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard FTSE Europe ETF in Q4 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard FTSE Europe ETF position peaked at $28.5M in Q3 2017.
  • 890 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2026.

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