Carson Wealth (CWM LLC)’s Vanguard Russell 1000 ETF VONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.5K	Buy	+66	New	+$20.4K	﹤0.01%	4434
2025 Q2	–	Sell	-13	Closed	-$3K	–	5324
2025 Q1	$3K	Sell	13 -68	-84%	-$18.2K	﹤0.01%	4698
2024 Q4	$22K	Sell	81 -20	-20%	-$5.36K	﹤0.01%	3387
2024 Q3	$26K	Buy	101 +45	+80%	+$11.3K	﹤0.01%	3208
2024 Q2	$14K	Hold	56	–	–	﹤0.01%	3360
2024 Q1	$13K	Hold	56	–	–	﹤0.01%	3205
2023 Q4	$12K	Hold	56	–	–	﹤0.01%	3104
2023 Q3	$11K	Hold	56	–	–	﹤0.01%	3105
2023 Q2	$11K	Hold	56	–	–	﹤0.01%	3040
2023 Q1	$10K	Sell	56 -109	-66%	-$19.9K	﹤0.01%	2972
2022 Q4	$29K	Hold	165	–	–	﹤0.01%	2117
2022 Q3	$27K	Buy	165 +56	+51%	+$10.2K	﹤0.01%	2035
2022 Q2	$19K	Hold	109	–	–	﹤0.01%	2164
2022 Q1	$23K	Hold	109	–	–	﹤0.01%	2001
2021 Q4	$24K	Buy	+109	New	+$23.2K	﹤0.01%	1903
2021 Q2	$22K	Hold	109	–	–	﹤0.01%	1761
2021 Q1	$22K	Hold	109	–	–	﹤0.01%	1761
2020 Q4	$22K	Hold	109	–	–	﹤0.01%	1761
2020 Q3	$22K	Hold	109	–	–	﹤0.01%	1761
2020 Q2	$22K	Hold	109	–	–	﹤0.01%	1761
2020 Q1	$22K	Hold	109	–	–	﹤0.01%	1760
2019 Q4	$22K	Hold	109	–	–	﹤0.01%	1760
2019 Q3	$22K	Hold	109	–	–	﹤0.01%	1760
2019 Q2	$22K	Hold	109	–	–	﹤0.01%	1760
2019 Q1	$22K	Hold	109	–	–	﹤0.01%	1760
2018 Q4	$12K	Hold	109	–	–	﹤0.01%	1284
2018 Q3	$15K	Buy	+109	New	+$14.3K	﹤0.01%	1044

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Vanguard Russell 1000 ETF (VONE) in Q1 2026: 66 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #4434 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in VONE as recently as Q1 2025.

Carson Wealth (CWM LLC) first reported a position in VONE in Q3 2018 and has held it in 27 quarters since. The position peaked at $29K in Q4 2022. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Carson Wealth (CWM LLC) held 66 shares of Vanguard Russell 1000 ETF worth $19.5K as of Q1 2026.
Vanguard Russell 1000 ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Vanguard Russell 1000 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4434 holding.
Carson Wealth (CWM LLC) first reported a position in Vanguard Russell 1000 ETF in Q3 2018 and has held it in 27 quarters since.
Carson Wealth (CWM LLC)'s Vanguard Russell 1000 ETF position peaked at $29K in Q4 2022.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

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