Carson Wealth (CWM LLC)
VGLT icon

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

Carson Wealth (CWM LLC)’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.8K Sell
701
-343
-33% -$19.3K ﹤0.01% 3982
2025
Q4 		$58K Sell
1,044
-152
-13% -$8.65K ﹤0.01% 3493
2025
Q3 		$68K Buy
1,196
+330
+38% +$18.4K ﹤0.01% 3278
2025
Q2 		$49K Sell
866
-595
-41% -$33K ﹤0.01% 3308
2025
Q1 		$84K Sell
1,461
-85
-5% -$4.79K ﹤0.01% 2576
2024
Q4 		$86K Sell
1,546
-611
-28% -$35.4K ﹤0.01% 2390
2024
Q3 		$133K Sell
2,157
-3,473
-62% -$210K ﹤0.01% 2009
2024
Q2 		$325K Sell
5,630
-7,293
-56% -$417K ﹤0.01% 1358
2024
Q1 		$766K Buy
12,923
+3,350
+35% +$198K ﹤0.01% 965
2023
Q4 		$589K Sell
9,573
-1,417
-13% -$80.1K ﹤0.01% 1003
2023
Q3 		$610K Buy
10,990
+1,866
+20% +$111K ﹤0.01% 918
2023
Q2 		$580K Buy
9,124
+4,500
+97% +$289K ﹤0.01% 895
2023
Q1 		$303K Sell
4,624
-187
-4% -$12.1K ﹤0.01% 1056
2022
Q4 		$296K Buy
4,811
+4,742
+6,872% +$295K ﹤0.01% 958
2022
Q3 		$4K Sell
69
-1,081
-94% -$74.5K ﹤0.01% 3228
2022
Q2 		$81K Buy
+1,150
New +$82.7K ﹤0.01% 1403
2022
Q1 		– Sell
-265
Closed -$24K – 3887
2021
Q4 		$24K Buy
+265
New +$23.6K ﹤0.01% 1902
2016
Q4 		– Sell
-280
Closed -$24K – 1191
2016
Q3 		$24K Sell
280
-18,304
-98% -$1.56M ﹤0.01% 532
2016
Q2 		$1.58M Buy
+18,584
New +$1.51M 0.12% 159

Other funds holding VGLT

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 33% in Q1 2026, selling an estimated $19.3K and leaving 701 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3982.

Carson Wealth (CWM LLC) first reported a position in VGLT in Q2 2016 and has held it in 19 quarters since. The position peaked at $1.58M in Q2 2016. 433 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 701 shares of Vanguard Long-Term Treasury ETF worth $38.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 343 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $19.3K.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3982 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Long-Term Treasury ETF in Q2 2016 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Long-Term Treasury ETF position peaked at $1.58M in Q2 2016.
  • 433 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

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