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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$125K	Sell	1,089 -189	-15%	-$22.2K	﹤0.01%	3082
2025 Q4	$142K	Buy	1,278 +312	+32%	+$34.7K	﹤0.01%	2823
2025 Q3	$107K	Buy	966 +803	+493%	+$85.7K	﹤0.01%	2934
2025 Q2	$17K	Buy	+163	New	+$15.6K	﹤0.01%	4021
2025 Q1	–	Sell	-797	Closed	-$85K	–	5221
2024 Q4	$85K	Buy	+797	New	+$88.2K	﹤0.01%	2396
2023 Q3	–	Sell	-200	Closed	-$18K	–	4554
2023 Q2	$18K	Sell	200 -170	-46%	-$14.9K	﹤0.01%	2726
2023 Q1	$33K	Buy	370 +200	+118%	+$18.3K	﹤0.01%	2164
2022 Q4	$15K	Hold	170	–	–	﹤0.01%	2583
2022 Q3	$14K	Sell	170 -50	-23%	-$4.47K	﹤0.01%	2489
2022 Q2	$19K	Hold	220	–	–	﹤0.01%	2162
2022 Q1	$22K	Sell	220 -50	-19%	-$4.95K	﹤0.01%	2032
2021 Q4	$28K	Buy	+270	New	+$28.4K	﹤0.01%	1812
2019 Q1	–	Sell	-648	Closed	-$41K	–	3293
2018 Q4	$41K	Buy	+648	New	+$45.7K	﹤0.01%	924

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 15% in Q1 2026, selling an estimated $22.2K and leaving 1,089 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #3082.

Carson Wealth (CWM LLC) first reported a position in VIOO in Q4 2018 and has held it in 13 quarters since. The position peaked at $142K in Q4 2025. 381 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Carson Wealth (CWM LLC) held 1,089 shares of Vanguard S&P Small-Cap 600 ETF worth $125K as of Q1 2026.
Carson Wealth (CWM LLC) sold 189 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $22.2K.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3082 holding.
Carson Wealth (CWM LLC) first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2018 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s Vanguard S&P Small-Cap 600 ETF position peaked at $142K in Q4 2025.
381 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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