Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.6M Buy
128,141
+2,900
+2% +$646K 0.07% 253
2025
Q4 		$27.5M Buy
125,241
+17,783
+17% +$3.89M 0.07% 232
2025
Q3 		$23.2M Buy
107,458
+6,532
+6% +$1.37M 0.07% 240
2025
Q2 		$20.7M Sell
100,926
-6,310
-6% -$1.22M 0.07% 234
2025
Q1 		$20.8M Buy
107,236
+2,701
+3% +$537K 0.08% 216
2024
Q4 		$20.5M Buy
104,535
+3,745
+4% +$748K 0.09% 202
2024
Q3 		$20M Buy
100,790
+1,073
+1% +$204K 0.09% 206
2024
Q2 		$18.2M Buy
99,717
+4,560
+5% +$821K 0.09% 218
2024
Q1 		$17.4M Sell
95,157
-374
-0.4% -$65.7K 0.08% 212
2023
Q4 		$16.3M Buy
95,531
+16,065
+20% +$2.58M 0.09% 213
2023
Q3 		$12.3M Buy
79,466
+1,632
+2% +$265K 0.08% 210
2023
Q2 		$12.6M Buy
77,834
+269
+0.3% +$42.1K 0.08% 205
2023
Q1 		$11.9M Buy
77,565
+118
+0.2% +$18.1K 0.08% 199
2022
Q4 		$11.8M Buy
77,447
+4,773
+7% +$711K 0.09% 184
2022
Q3 		$9.82M Buy
72,674
+18,486
+34% +$2.75M 0.08% 198
2022
Q2 		$7.77M Buy
54,188
+34,039
+169% +$5.18M 0.06% 234
2022
Q1 		$3.27M Buy
20,149
+1,536
+8% +$248K 0.02% 350
2021
Q4 		$3.2M Buy
+18,613
New +$3.07M 0.02% 353
2021
Q2 		$2.21M Hold
14,312
– – 0.02% 401
2021
Q1 		$2.21M Hold
14,312
– – 0.02% 401
2020
Q4 		$2.21M Hold
14,312
– – 0.02% 401
2020
Q3 		$2.21M Hold
14,312
– – 0.02% 401
2020
Q2 		$2.21M Hold
14,312
– – 0.02% 401
2020
Q1 		$2.21M Hold
14,312
– – 0.02% 401
2019
Q4 		$2.21M Hold
14,312
– – 0.02% 401
2019
Q3 		$2.21M Hold
14,312
– – 0.02% 401
2019
Q2 		$2.21M Hold
14,312
– – 0.02% 401
2019
Q1 		$2.21M Sell
14,312
-32,457
-69% -$3.42M 0.02% 401
2018
Q4 		$4.58M Buy
46,769
+14,362
+44% +$1.5M 0.11% 166
2018
Q3 		$3.59M Buy
32,407
+22,833
+238% +$2.45M 0.09% 198
2018
Q2 		$973K Buy
9,574
+1,190
+14% +$121K 0.03% 276
2018
Q1 		$847K Buy
8,384
+1,288
+18% +$134K 0.03% 241
2017
Q4 		$724K Buy
7,096
+384
+6% +$37.8K 0.03% 248
2017
Q3 		$636K Sell
6,712
-34
-0.5% -$3.17K 0.03% 232
2017
Q2 		$625K Buy
6,746
+375
+6% +$34.4K 0.03% 228
2017
Q1 		$573K Buy
6,371
+25
+0.4% +$2.21K 0.03% 224
2016
Q4 		$541K Buy
6,346
+1,005
+19% +$84.5K 0.03% 209
2016
Q3 		$448K Buy
5,341
+773
+17% +$65.5K 0.03% 207
2016
Q2 		$380K Sell
4,568
-42
-0.9% -$3.43K 0.03% 212
2016
Q1 		$375K Buy
4,610
+2,956
+179% +$227K 0.03% 201
2015
Q4 		$129K Sell
1,654
-3,402
-67% -$265K 0.01% 245
2015
Q3 		$373K Buy
+5,056
New +$392K 0.04% 175

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 VIG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.3% in Q1 2026, buying an estimated $646K and bringing the position to 128,141 shares worth $27.6M. The position accounts for 0.07% of the portfolio, ranked #253.

Carson Wealth (CWM LLC) first reported a position in VIG in Q3 2015 and has held it in 42 quarters since. 2,523 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 128,141 shares of Vanguard Dividend Appreciation ETF worth $27.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,900 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $646K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #253 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Dividend Appreciation ETF in Q3 2015 and has held it in 42 quarters since.
  • 2,523 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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