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

Carson Wealth (CWM LLC)’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.44M Buy
65,388
+5,226
+9% +$378K 0.01% 861
2025
Q4 		$4.46M Buy
60,162
+24,210
+67% +$1.78M 0.01% 833
2025
Q3 		$2.61M Buy
35,952
+16,878
+88% +$1.17M 0.01% 981
2025
Q2 		$1.26M Buy
19,074
+330
+2% +$19.6K ﹤0.01% 1148
2025
Q1 		$1.04M Buy
18,744
+8,616
+85% +$522K ﹤0.01% 1100
2024
Q4 		$618K Buy
10,128
+5,184
+105% +$311K ﹤0.01% 1301
2024
Q3 		$285K Sell
4,944
-306
-6% -$17K ﹤0.01% 1563
2024
Q2 		$292K Sell
5,250
-120
-2% -$6.22K ﹤0.01% 1409
2024
Q1 		$273K Sell
5,370
-7,662
-59% -$370K ﹤0.01% 1376
2023
Q4 		$588K Buy
13,032
+5,970
+85% +$255K ﹤0.01% 1005
2023
Q3 		$291K Buy
7,062
+3,336
+90% +$142K ﹤0.01% 1167
2023
Q2 		$158K Buy
3,726
+1,452
+64% +$57.7K ﹤0.01% 1344
2023
Q1 		$87K Buy
2,274
+870
+62% +$32K ﹤0.01% 1569
2022
Q4 		$49K Buy
1,404
+390
+38% +$14.1K ﹤0.01% 1755
2022
Q3 		$35K Sell
1,014
-516
-34% -$20.2K ﹤0.01% 1860
2022
Q2 		$55K Buy
1,530
+1,512
+8,400% +$60.2K ﹤0.01% 1596
2022
Q1 		$1K Buy
+18
New +$813 ﹤0.01% 3432

Other funds holding VOOG

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 8.7% in Q1 2026, buying an estimated $378K and bringing the position to 65,388 shares worth $4.44M. The position accounts for 0.01% of the portfolio, ranked #861.

Carson Wealth (CWM LLC) first reported a position in VOOG in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.46M in Q4 2025. 687 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 65,388 shares of Vanguard S&P 500 Growth ETF worth $4.44M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,226 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $378K.
  • Vanguard S&P 500 Growth ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #861 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard S&P 500 Growth ETF position peaked at $4.46M in Q4 2025.
  • 687 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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