Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard Health Care ETF VHT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
3,840
+696
+22% +$199K ﹤0.01% 1513
2025
Q4 		$905K Buy
3,144
+165
+6% +$46.1K ﹤0.01% 1552
2025
Q3 		$773K Sell
2,979
-138
-4% -$34.6K ﹤0.01% 1548
2025
Q2 		$774K Sell
3,117
-672
-18% -$166K ﹤0.01% 1394
2025
Q1 		$1M Buy
3,789
+343
+10% +$91.4K ﹤0.01% 1124
2024
Q4 		$874K Buy
3,446
+304
+10% +$81.9K ﹤0.01% 1154
2024
Q3 		$887K Buy
3,142
+383
+14% +$106K ﹤0.01% 1109
2024
Q2 		$734K Sell
2,759
-204
-7% -$53.5K ﹤0.01% 1046
2024
Q1 		$802K Sell
2,963
-1,420
-32% -$373K ﹤0.01% 948
2023
Q4 		$1.1M Buy
4,383
+1,040
+31% +$246K 0.01% 768
2023
Q3 		$786K Buy
3,343
+67
+2% +$16.3K ﹤0.01% 834
2023
Q2 		$802K Sell
3,276
-1,413
-30% -$344K 0.01% 788
2023
Q1 		$1.12M Sell
4,689
-1,697
-27% -$408K 0.01% 639
2022
Q4 		$1.58M Sell
6,386
-2,267
-26% -$550K 0.01% 487
2022
Q3 		$1.94M Sell
8,653
-1,176
-12% -$281K 0.02% 425
2022
Q2 		$2.31M Buy
9,829
+66
+0.7% +$15.9K 0.02% 394
2022
Q1 		$2.48M Sell
9,763
-3,964
-29% -$979K 0.02% 376
2021
Q4 		$3.66M Buy
+13,727
New +$3.5M 0.03% 335
2021
Q2 		$258K Hold
1,042
– – ﹤0.01% 824
2021
Q1 		$258K Hold
1,042
– – ﹤0.01% 824
2020
Q4 		$258K Hold
1,042
– – ﹤0.01% 824
2020
Q3 		$258K Hold
1,042
– – ﹤0.01% 824
2020
Q2 		$258K Hold
1,042
– – ﹤0.01% 824
2020
Q1 		$258K Hold
1,042
– – ﹤0.01% 824
2019
Q4 		$258K Hold
1,042
– – ﹤0.01% 824
2019
Q3 		$258K Hold
1,042
– – ﹤0.01% 824
2019
Q2 		$258K Hold
1,042
– – ﹤0.01% 824
2019
Q1 		$258K Sell
1,042
-483
-32% -$81.9K ﹤0.01% 824
2018
Q4 		$245K Buy
1,525
+79
+5% +$13.4K 0.01% 559
2018
Q3 		$261K Buy
1,446
+187
+15% +$32.1K 0.01% 471
2018
Q2 		$200K Hold
1,259
– – 0.01% 424
2018
Q1 		$193K Sell
1,259
-145
-10% -$23.1K 0.01% 365
2017
Q4 		$216K Hold
1,404
– – 0.01% 335
2017
Q3 		$214K Hold
1,404
– – 0.01% 321
2017
Q2 		$207K Sell
1,404
-90
-6% -$12.7K 0.01% 303
2017
Q1 		$206K Hold
1,494
– – 0.01% 290
2016
Q4 		$189K Buy
1,494
+48
+3% +$6.13K 0.01% 276
2016
Q3 		$192K Hold
1,446
– – 0.01% 268
2016
Q2 		$189K Sell
1,446
-643
-31% -$82.5K 0.01% 246
2016
Q1 		$258K Buy
+2,089
New +$254K 0.02% 216

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Health Care ETF (VHT) stake by 22% in Q1 2026, buying an estimated $199K and bringing the position to 3,840 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Carson Wealth (CWM LLC) first reported a position in VHT in Q1 2016 and has held it in 40 quarters since. The position peaked at $3.66M in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,840 shares of Vanguard Health Care ETF worth $1.05M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 696 Vanguard Health Care ETF shares in Q1 2026, an estimated $199K.
  • Vanguard Health Care ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1513 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Health Care ETF in Q1 2016 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Health Care ETF position peaked at $3.66M in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

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