Carson Wealth (CWM LLC)
VNQI icon

Carson Wealth (CWM LLC)’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.39M Buy
143,800
+20,076
+16% +$956K 0.02% 710
2025
Q4 		$5.67M Buy
123,724
+123,551
+71,417% +$5.84M 0.02% 730
2025
Q3 		$8K Buy
173
+99
+134% +$4.64K ﹤0.01% 4590
2025
Q2 		$3K Buy
74
+37
+100% +$1.6K ﹤0.01% 4822
2025
Q1 		$2K Sell
37
-102
-73% -$4.1K ﹤0.01% 4826
2024
Q4 		$6K Sell
139
-1
-0.7% -$43 ﹤0.01% 4156
2024
Q3 		$7K Buy
140
+19
+16% +$827 ﹤0.01% 3973
2024
Q2 		$5K Buy
121
+2
+2% +$83 ﹤0.01% 3909
2024
Q1 		$5K Buy
119
+32
+37% +$1.31K ﹤0.01% 3708
2023
Q4 		$4K Sell
87
-39
-31% -$1.55K ﹤0.01% 3644
2023
Q3 		$5K Sell
126
-8
-6% -$325 ﹤0.01% 3507
2023
Q2 		$5K Sell
134
-495
-79% -$20.3K ﹤0.01% 3480
2023
Q1 		$26K Buy
629
+171
+37% +$7.23K ﹤0.01% 2331
2022
Q4 		$19K Sell
458
-181
-28% -$7.22K ﹤0.01% 2425
2022
Q3 		$24K Sell
639
-37
-5% -$1.61K ﹤0.01% 2121
2022
Q2 		$30K Buy
676
+44
+7% +$2.1K ﹤0.01% 1896
2022
Q1 		$33K Buy
632
+39
+7% +$2.03K ﹤0.01% 1806
2021
Q4 		$32K Buy
+593
New +$33.4K ﹤0.01% 1763
2021
Q2 		$31K Hold
539
– – ﹤0.01% 1607
2021
Q1 		$31K Hold
539
– – ﹤0.01% 1607
2020
Q4 		$31K Hold
539
– – ﹤0.01% 1607
2020
Q3 		$31K Hold
539
– – ﹤0.01% 1607
2020
Q2 		$31K Hold
539
– – ﹤0.01% 1607
2020
Q1 		$31K Hold
539
– – ﹤0.01% 1607
2019
Q4 		$31K Hold
539
– – ﹤0.01% 1607
2019
Q3 		$31K Hold
539
– – ﹤0.01% 1607
2019
Q2 		$31K Hold
539
– – ﹤0.01% 1607
2019
Q1 		$31K Buy
539
+436
+423% +$24.7K ﹤0.01% 1606
2018
Q4 		$5K Buy
103
+20
+24% +$1.08K ﹤0.01% 1549
2018
Q3 		$5K Buy
83
+43
+108% +$2.48K ﹤0.01% 1362
2018
Q2 		$2K Sell
40
-6
-13% -$364 ﹤0.01% 1437
2018
Q1 		$3K Sell
46
-9
-16% -$551 ﹤0.01% 1126
2017
Q4 		$3K Hold
55
– – ﹤0.01% 1230
2017
Q3 		$3K Buy
+55
New +$3.21K ﹤0.01% 1232

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Global ex-US Real Estate ETF (VNQI) stake by 16% in Q1 2026, buying an estimated $956K and bringing the position to 143,800 shares worth $6.39M. The position accounts for 0.02% of the portfolio, ranked #710.

Carson Wealth (CWM LLC) first reported a position in VNQI in Q3 2017 and has held it in 34 quarters since. 376 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 143,800 shares of Vanguard Global ex-US Real Estate ETF worth $6.39M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,076 Vanguard Global ex-US Real Estate ETF shares in Q1 2026, an estimated $956K.
  • Vanguard Global ex-US Real Estate ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #710 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2017 and has held it in 34 quarters since.
  • 376 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

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