Carson Wealth (CWM LLC)
VNQ icon

Carson Wealth (CWM LLC)’s Vanguard Real Estate ETF VNQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.8M Buy
155,424
+9,998
+7% +$917K 0.04% 444
2025
Q4 		$12.9M Buy
145,426
+61,633
+74% +$5.54M 0.03% 430
2025
Q3 		$7.66M Buy
83,793
+9,115
+12% +$827K 0.02% 558
2025
Q2 		$6.65M Buy
74,678
+7,577
+11% +$668K 0.02% 510
2025
Q1 		$6.08M Buy
67,101
+45,528
+211% +$4.13M 0.02% 467
2024
Q4 		$1.92M Sell
21,573
-168
-0.8% -$15.9K 0.01% 796
2024
Q3 		$2.12M Sell
21,741
-3,956
-15% -$364K 0.01% 680
2024
Q2 		$2.15M Sell
25,697
-1,318
-5% -$109K 0.01% 627
2024
Q1 		$2.34M Sell
27,015
-3,134
-10% -$268K 0.01% 586
2023
Q4 		$2.66M Buy
30,149
+8,813
+41% +$698K 0.01% 526
2023
Q3 		$1.61M Buy
21,336
+60
+0.3% +$4.95K 0.01% 599
2023
Q2 		$1.78M Sell
21,276
-2,038
-9% -$167K 0.01% 546
2023
Q1 		$1.94M Sell
23,314
-36,205
-61% -$3.11M 0.01% 484
2022
Q4 		$4.91M Sell
59,519
-6,023
-9% -$499K 0.04% 303
2022
Q3 		$5.25M Sell
65,542
-21,445
-25% -$2.01M 0.04% 272
2022
Q2 		$7.92M Buy
86,987
+5,670
+7% +$565K 0.06% 230
2022
Q1 		$8.81M Buy
81,317
+32,120
+65% +$3.4M 0.06% 221
2021
Q4 		$5.71M Buy
+49,197
New +$5.37M 0.04% 283
2021
Q2 		$2.68M Hold
26,335
– – 0.02% 365
2021
Q1 		$2.68M Hold
26,335
– – 0.02% 365
2020
Q4 		$2.68M Hold
26,335
– – 0.02% 365
2020
Q3 		$2.68M Hold
26,335
– – 0.02% 365
2020
Q2 		$2.68M Hold
26,335
– – 0.02% 365
2020
Q1 		$2.68M Hold
26,335
– – 0.02% 365
2019
Q4 		$2.68M Hold
26,335
– – 0.02% 365
2019
Q3 		$2.68M Hold
26,335
– – 0.02% 365
2019
Q2 		$2.68M Hold
26,335
– – 0.02% 365
2019
Q1 		$2.68M Buy
26,335
+7,153
+37% +$591K 0.02% 365
2018
Q4 		$1.43M Buy
19,182
+2,629
+16% +$207K 0.04% 323
2018
Q3 		$1.33M Sell
16,553
-6,561
-28% -$540K 0.03% 290
2018
Q2 		$1.88M Buy
23,114
+15,482
+203% +$1.2M 0.06% 221
2018
Q1 		$576K Buy
7,632
+993
+15% +$76K 0.02% 271
2017
Q4 		$551K Sell
6,639
-82
-1% -$6.87K 0.02% 262
2017
Q3 		$558K Sell
6,721
-152
-2% -$12.7K 0.03% 240
2017
Q2 		$572K Sell
6,873
-2,839
-29% -$237K 0.03% 232
2017
Q1 		$802K Buy
9,712
+2,234
+30% +$185K 0.05% 198
2016
Q4 		$617K Sell
7,478
-673
-8% -$54.8K 0.04% 201
2016
Q3 		$707K Buy
8,151
+817
+11% +$72.9K 0.05% 189
2016
Q2 		$650K Hold
7,334
– – 0.05% 189
2016
Q1 		$615K Buy
7,334
+7,307
+27,063% +$569K 0.05% 181
2015
Q4 		$2K Hold
27
– – ﹤0.01% 609
2015
Q3 		$2K Buy
+27
New +$2.07K ﹤0.01% 586
2013
Q4 		– Sell
-260
Closed -$17K – 653
2013
Q3 		$17K Buy
+260
New +$17.7K ﹤0.01% 285

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Real Estate ETF (VNQ) stake by 6.9% in Q1 2026, buying an estimated $917K and bringing the position to 155,424 shares worth $13.8M. The position accounts for 0.04% of the portfolio, ranked #444.

Carson Wealth (CWM LLC) first reported a position in VNQ in Q3 2013 and has held it in 43 quarters since. 1,787 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 155,424 shares of Vanguard Real Estate ETF worth $13.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,998 Vanguard Real Estate ETF shares in Q1 2026, an estimated $917K.
  • Vanguard Real Estate ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #444 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Real Estate ETF in Q3 2013 and has held it in 43 quarters since.
  • 1,787 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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