Carson Wealth (CWM LLC)
VOO icon

Carson Wealth (CWM LLC)’s Vanguard S&P 500 ETF VOO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$128M Sell
214,486
-6,279
-3% -$3.93M 0.34% 61
2025
Q4 		$138M Sell
220,765
-8,191
-4% -$5.09M 0.38% 54
2025
Q3 		$140M Buy
228,956
+1,893
+0.8% +$1.12M 0.42% 47
2025
Q2 		$129M Sell
227,063
-5,084
-2% -$2.67M 0.45% 46
2025
Q1 		$119M Sell
232,147
-2,671
-1% -$1.44M 0.48% 42
2024
Q4 		$127M Buy
234,818
+159,628
+212% +$86.5M 0.53% 39
2024
Q3 		$39.7M Sell
75,190
-1,445
-2% -$734K 0.17% 115
2024
Q2 		$38.3M Sell
76,635
-3,710
-5% -$1.79M 0.18% 117
2024
Q1 		$38.6M Sell
80,345
-8,726
-10% -$3.99M 0.19% 107
2023
Q4 		$38.9M Buy
89,071
+20,979
+31% +$8.59M 0.21% 93
2023
Q3 		$26.7M Sell
68,092
-394
-0.6% -$161K 0.16% 122
2023
Q2 		$27.9M Buy
68,486
+3,122
+5% +$1.2M 0.17% 117
2023
Q1 		$24.6M Sell
65,364
-6,057
-8% -$2.22M 0.17% 123
2022
Q4 		$25.1M Buy
71,421
+15,389
+27% +$5.44M 0.18% 117
2022
Q3 		$18.4M Buy
56,032
+1,522
+3% +$556K 0.15% 135
2022
Q2 		$18.9M Buy
54,510
+2,463
+5% +$928K 0.15% 135
2022
Q1 		$21.6M Buy
52,047
+956
+2% +$391K 0.15% 134
2021
Q4 		$22.3M Buy
+51,091
New +$21.6M 0.16% 134
2021
Q2 		$20.6M Hold
52,271
– – 0.16% 130
2021
Q1 		$20.6M Hold
52,271
– – 0.16% 130
2020
Q4 		$20.6M Hold
52,271
– – 0.16% 130
2020
Q3 		$20.6M Hold
52,271
– – 0.16% 130
2020
Q2 		$20.6M Hold
52,271
– – 0.16% 130
2020
Q1 		$20.6M Hold
52,271
– – 0.16% 130
2019
Q4 		$20.6M Hold
52,271
– – 0.16% 130
2019
Q3 		$20.6M Hold
52,271
– – 0.16% 130
2019
Q2 		$20.6M Hold
52,271
– – 0.16% 130
2019
Q1 		$20.6M Buy
52,271
+48,960
+1,479% +$12.2M 0.16% 130
2018
Q4 		$761K Buy
3,311
+1,654
+100% +$410K 0.02% 398
2018
Q3 		$443K Buy
1,657
+1,639
+9,106% +$429K 0.01% 402
2018
Q2 		$4K Buy
18
+10
+125% +$2.48K ﹤0.01% 1257
2018
Q1 		$2K Sell
8
-150
-95% -$37.6K ﹤0.01% 1210
2017
Q4 		$39K Buy
158
+8
+5% +$1.91K ﹤0.01% 573
2017
Q3 		$35K Buy
+150
New +$34K ﹤0.01% 588
2017
Q2 		– Sell
-249
Closed -$54K – 1325
2017
Q1 		$54K Buy
+249
New +$53.1K ﹤0.01% 445
2016
Q2 		– Sell
-275
Closed -$52K – 868
2016
Q1 		$52K Buy
275
+220
+400% +$39.4K ﹤0.01% 338
2015
Q4 		$10K Hold
55
– – ﹤0.01% 474
2015
Q3 		$10K Buy
+55
New +$10.2K ﹤0.01% 451

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q1 2026, selling an estimated $3.93M and leaving 214,486 shares worth $128M. The position accounts for 0.34% of the portfolio, ranked #61.

Carson Wealth (CWM LLC) first reported a position in VOO in Q3 2015 and has held it in 38 quarters since. The position peaked at $140M in Q3 2025. 3,845 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 214,486 shares of Vanguard S&P 500 ETF worth $128M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6,279 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.93M.
  • Vanguard S&P 500 ETF made up 0.34% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #61 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard S&P 500 ETF in Q3 2015 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard S&P 500 ETF position peaked at $140M in Q3 2025.
  • 3,845 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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