Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Village Super Market VLGEA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VLGEA Stock Details VLGEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.6K Sell
2,099
-119
-5% -$4.56K ﹤0.01% 3376
2025
Q4 		$79K Sell
2,218
-169
-7% -$5.8K ﹤0.01% 3251
2025
Q3 		$89K Buy
2,387
+801
+51% +$29.5K ﹤0.01% 3079
2025
Q2 		$61K Buy
1,586
+465
+41% +$17.2K ﹤0.01% 3123
2025
Q1 		$43K Buy
1,121
+62
+6% +$2.06K ﹤0.01% 3105
2024
Q4 		$34K Buy
1,059
+511
+93% +$16K ﹤0.01% 3090
2024
Q3 		$17K Sell
548
-221
-29% -$6.56K ﹤0.01% 3481
2024
Q2 		$20K Buy
769
+245
+47% +$6.89K ﹤0.01% 3125
2024
Q1 		$15K Buy
524
+107
+26% +$2.81K ﹤0.01% 3112
2023
Q4 		$11K Hold
417
– – ﹤0.01% 3152
2023
Q3 		$9K Hold
417
– – ﹤0.01% 3214
2023
Q2 		$10K Buy
417
+132
+46% +$2.87K ﹤0.01% 3108
2023
Q1 		$7K Buy
285
+8
+3% +$183 ﹤0.01% 3169
2022
Q4 		$6K Sell
277
-18
-6% -$399 ﹤0.01% 3119
2022
Q3 		$6K Sell
295
-538
-65% -$11.9K ﹤0.01% 3012
2022
Q2 		$19K Sell
833
-85
-9% -$2K ﹤0.01% 2163
2022
Q1 		$22K Buy
+918
New +$21.2K ﹤0.01% 2033

Other funds holding VLGEA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Village Super Market (VLGEA) stake by 5.4% in Q1 2026, selling an estimated $4.56K and leaving 2,099 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

Carson Wealth (CWM LLC) first reported a position in VLGEA in Q1 2022 and has held it in 17 quarters since. The position peaked at $89K in Q3 2025. 144 funds tracked by Wall St. Rank hold VLGEA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,099 shares of Village Super Market worth $88.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 119 Village Super Market shares in Q1 2026, an estimated $4.56K.
  • Village Super Market made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3376 holding.
  • Carson Wealth (CWM LLC) first reported a position in Village Super Market in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Village Super Market position peaked at $89K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Village Super Market as of Q1 2026.

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