Carson Wealth (CWM LLC)
VIGI icon

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

Carson Wealth (CWM LLC)’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$422K Sell
4,774
-11
-0.2% -$1.01K ﹤0.01% 2134
2025
Q4 		$438K Buy
4,785
+2,555
+115% +$231K ﹤0.01% 2002
2025
Q3 		$200K Buy
2,230
+350
+19% +$31.2K ﹤0.01% 2446
2025
Q2 		$169K Sell
1,880
-461
-20% -$39.8K ﹤0.01% 2323
2025
Q1 		$194K Sell
2,341
-26
-1% -$2.16K ﹤0.01% 1941
2024
Q4 		$189K Buy
2,367
+392
+20% +$32.9K ﹤0.01% 1856
2024
Q3 		$174K Sell
1,975
-83
-4% -$7.05K ﹤0.01% 1832
2024
Q2 		$167K Buy
2,058
+57
+3% +$4.58K ﹤0.01% 1686
2024
Q1 		$163K Buy
2,001
+1
+0.1% +$80 ﹤0.01% 1613
2023
Q4 		$159K Buy
2,000
+1,959
+4,778% +$144K ﹤0.01% 1522
2023
Q3 		$3K Buy
41
+16
+64% +$1.19K ﹤0.01% 3717
2023
Q2 		$2K Sell
25
-258
-91% -$19.4K ﹤0.01% 3862
2023
Q1 		$21K Buy
+283
New +$20.5K ﹤0.01% 2488
2022
Q4 		– Sell
-499
Closed -$31K – 4274
2022
Q3 		$31K Hold
499
– – ﹤0.01% 1951
2022
Q2 		$34K Hold
499
– – ﹤0.01% 1823
2022
Q1 		$39K Sell
499
-126
-20% -$10K ﹤0.01% 1718
2021
Q4 		$53K Buy
+625
New +$55.5K ﹤0.01% 1548
2021
Q2 		$55K Hold
625
– – ﹤0.01% 1368
2021
Q1 		$55K Hold
625
– – ﹤0.01% 1368
2020
Q4 		$55K Hold
625
– – ﹤0.01% 1368
2020
Q3 		$55K Hold
625
– – ﹤0.01% 1368
2020
Q2 		$55K Hold
625
– – ﹤0.01% 1368
2020
Q1 		$55K Hold
625
– – ﹤0.01% 1368
2019
Q4 		$55K Hold
625
– – ﹤0.01% 1368
2019
Q3 		$55K Hold
625
– – ﹤0.01% 1368
2019
Q2 		$55K Hold
625
– – ﹤0.01% 1368
2019
Q1 		$55K Buy
625
+621
+15,525% +$38.4K ﹤0.01% 1368
2018
Q4 		$0 Buy
+4
New +$237 ﹤0.01% 2256

Other funds holding VIGI

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 0.23% in Q1 2026, selling an estimated $1.01K and leaving 4,774 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Carson Wealth (CWM LLC) first reported a position in VIGI in Q4 2018 and has held it in 28 quarters since. The position peaked at $438K in Q4 2025. 594 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,774 shares of Vanguard International Dividend Appreciation ETF worth $422K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 11 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $1.01K.
  • Vanguard International Dividend Appreciation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2134 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2018 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard International Dividend Appreciation ETF position peaked at $438K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

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