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

Carson Wealth (CWM LLC)’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.2M Buy
29,204
+1,583
+6% +$185K 0.01% 1003
2025
Q4 		$3.36M Buy
27,621
+14,217
+106% +$1.73M 0.01% 938
2025
Q3 		$1.61M Buy
13,404
+6,029
+82% +$691K ﹤0.01% 1182
2025
Q2 		$805K Buy
7,375
+2,084
+39% +$205K ﹤0.01% 1365
2025
Q1 		$491K Sell
5,291
-564
-10% -$57.3K ﹤0.01% 1448
2024
Q4 		$605K Buy
5,855
+2,078
+55% +$210K ﹤0.01% 1307
2024
Q3 		$365K Sell
3,777
-159
-4% -$14.8K ﹤0.01% 1449
2024
Q2 		$369K Sell
3,936
-4,676
-54% -$411K ﹤0.01% 1308
2024
Q1 		$746K Buy
8,612
+7,988
+1,280% +$663K ﹤0.01% 979
2023
Q4 		$49K Buy
624
+25
+4% +$1.82K ﹤0.01% 2197
2023
Q3 		$41K Sell
599
-256
-30% -$18.2K ﹤0.01% 2190
2023
Q2 		$60K Buy
+855
New +$56K ﹤0.01% 1861
2023
Q1 		– Sell
-76
Closed -$4K – 4360
2022
Q4 		$4K Buy
+76
New +$4.3K ﹤0.01% 3342
2021
Q2 		$15K Sell
216
-648
-75% -$43K ﹤0.01% 1939
2021
Q1 		$15K Hold
864
– – ﹤0.01% 1938
2020
Q4 		$15K Hold
864
– – ﹤0.01% 1938
2020
Q3 		$15K Hold
864
– – ﹤0.01% 1938
2020
Q2 		$15K Hold
864
– – ﹤0.01% 1938
2020
Q1 		$15K Hold
864
– – ﹤0.01% 1937
2019
Q4 		$15K Hold
864
– – ﹤0.01% 1937
2019
Q3 		$15K Hold
864
– – ﹤0.01% 1937
2019
Q2 		$15K Hold
864
– – ﹤0.01% 1937
2019
Q1 		$15K Sell
864
-8,504
-91% -$314K ﹤0.01% 1937
2018
Q4 		$315K Buy
+9,368
New +$338K 0.01% 515

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 5.7% in Q1 2026, buying an estimated $185K and bringing the position to 29,204 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #1003.

Carson Wealth (CWM LLC) first reported a position in VONG in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.36M in Q4 2025. 865 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,204 shares of Vanguard Russell 1000 Growth ETF worth $3.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,583 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $185K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1003 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2018 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Russell 1000 Growth ETF position peaked at $3.36M in Q4 2025.
  • 865 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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