Carson Wealth (CWM LLC)’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VIOG Stock Details VIOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$526K	Buy	4,226 +130	+3%	+$16.6K	﹤0.01%	1977
2025 Q4	$497K	Buy	4,096 +24	+0.6%	+$2.92K	﹤0.01%	1922
2025 Q3	$496K	Sell	4,072 -198	-5%	-$23.5K	﹤0.01%	1805
2025 Q2	$489K	Buy	4,270 +3,520	+469%	+$379K	﹤0.01%	1602
2025 Q1	$80K	Buy	750 +620	+477%	+$71.3K	﹤0.01%	2609
2024 Q4	$15K	Buy	+130	New	+$15.8K	﹤0.01%	3645
2022 Q3	–	Sell	-176	Closed	-$16K	–	4205
2022 Q2	$16K	Hold	176	–	–	﹤0.01%	2282
2022 Q1	$19K	Hold	176	–	–	﹤0.01%	2117
2021 Q4	$21K	Buy	+176	New	+$20.7K	﹤0.01%	1974
2021 Q2	$20K	Hold	176	–	–	﹤0.01%	1805
2021 Q1	$20K	Hold	176	–	–	﹤0.01%	1805
2020 Q4	$20K	Hold	176	–	–	﹤0.01%	1805
2020 Q3	$20K	Hold	176	–	–	﹤0.01%	1805
2020 Q2	$20K	Hold	176	–	–	﹤0.01%	1804
2020 Q1	$20K	Hold	176	–	–	﹤0.01%	1804
2019 Q4	$20K	Hold	176	–	–	﹤0.01%	1804
2019 Q3	$20K	Hold	176	–	–	﹤0.01%	1804
2019 Q2	$20K	Hold	176	–	–	﹤0.01%	1804
2019 Q1	$20K	Buy	+176	New	+$13.4K	﹤0.01%	1803

Other funds holding VIOG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 3.2% in Q1 2026, buying an estimated $16.6K and bringing the position to 4,226 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Carson Wealth (CWM LLC) first reported a position in VIOG in Q1 2019 and has held it in 19 quarters since. 179 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

Carson Wealth (CWM LLC) held 4,226 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $526K as of Q1 2026.
Carson Wealth (CWM LLC) bought 130 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $16.6K.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1977 holding.
Carson Wealth (CWM LLC) first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2019 and has held it in 19 quarters since.
179 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

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