Carson Wealth (CWM LLC)
VGMS

Carson Wealth (CWM LLC)’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VGMS Stock Details VGMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.5K Hold
1,951
– – ﹤0.01% 3274
2025
Q4 		$101K Hold
1,951
– – ﹤0.01% 3057
2025
Q3 		$101K Buy
+1,951
New +$100K ﹤0.01% 2985

Other funds holding VGMS

DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $505M AUM 18.57% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Vanguard Multi-Sector Income Bond ETF (VGMS) position steady in Q1 2026 at 1,951 shares worth $99.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3274.

Carson Wealth (CWM LLC) first reported a position in VGMS in Q3 2025 and has held it in 3 quarters since. The position peaked at $101K in Q4 2025. 28 funds tracked by Wall St. Rank hold VGMS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,951 shares of Vanguard Multi-Sector Income Bond ETF worth $99.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Vanguard Multi-Sector Income Bond ETF share count unchanged in Q1 2026.
  • Vanguard Multi-Sector Income Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3274 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Multi-Sector Income Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Multi-Sector Income Bond ETF position peaked at $101K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q1 2026.

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