Carson Wealth (CWM LLC)
VOOV icon

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

Carson Wealth (CWM LLC)’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$526K Buy
2,579
+52
+2% +$10.9K ﹤0.01% 1978
2025
Q4 		$518K Buy
2,527
+87
+4% +$17.6K ﹤0.01% 1895
2025
Q3 		$487K Buy
2,440
+167
+7% +$32.4K ﹤0.01% 1822
2025
Q2 		$429K Buy
2,273
+667
+42% +$120K ﹤0.01% 1661
2025
Q1 		$296K Buy
1,606
+196
+14% +$36.7K ﹤0.01% 1680
2024
Q4 		$260K Buy
1,410
+604
+75% +$116K ﹤0.01% 1676
2024
Q3 		$154K Sell
806
-205
-20% -$37.6K ﹤0.01% 1908
2024
Q2 		$178K Buy
1,011
+205
+25% +$36.1K ﹤0.01% 1646
2024
Q1 		$145K Buy
806
+700
+660% +$120K ﹤0.01% 1677
2023
Q4 		$18K Hold
106
– – ﹤0.01% 2857
2023
Q3 		$16K Sell
106
-612
-85% -$95.6K ﹤0.01% 2854
2023
Q2 		$112K Buy
718
+4
+0.6% +$595 ﹤0.01% 1517
2023
Q1 		$105K Sell
714
-225
-24% -$32.8K ﹤0.01% 1472
2022
Q4 		$131K Buy
939
+269
+40% +$37.1K ﹤0.01% 1265
2022
Q3 		$83K Hold
670
– – ﹤0.01% 1420
2022
Q2 		$89K Buy
+670
New +$95.7K ﹤0.01% 1367

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard S&P 500 Value ETF (VOOV) stake by 2.1% in Q1 2026, buying an estimated $10.9K and bringing the position to 2,579 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Carson Wealth (CWM LLC) first reported a position in VOOV in Q2 2022 and has held it in 16 quarters since. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,579 shares of Vanguard S&P 500 Value ETF worth $526K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 52 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $10.9K.
  • Vanguard S&P 500 Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1978 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard S&P 500 Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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