Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard Communication Services ETF VOX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$184K Sell
1,022
-181
-15% -$34.4K ﹤0.01% 2805
2025
Q4 		$233K Buy
1,203
+308
+34% +$57.8K ﹤0.01% 2450
2025
Q3 		$168K Sell
895
-135
-13% -$24.1K ﹤0.01% 2574
2025
Q2 		$176K Sell
1,030
-370
-26% -$56.9K ﹤0.01% 2286
2025
Q1 		$208K Buy
1,400
+5
+0.4% +$795 ﹤0.01% 1905
2024
Q4 		$216K Buy
1,395
+702
+101% +$107K ﹤0.01% 1781
2024
Q3 		$101K Sell
693
-1,828
-73% -$252K ﹤0.01% 2189
2024
Q2 		$348K Buy
2,521
+731
+41% +$97.1K ﹤0.01% 1322
2024
Q1 		$235K Buy
1,790
+826
+86% +$104K ﹤0.01% 1440
2023
Q4 		$113K Sell
964
-224
-19% -$24.7K ﹤0.01% 1682
2023
Q3 		$125K Buy
1,188
+1,102
+1,281% +$119K ﹤0.01% 1515
2023
Q2 		$9K Sell
86
-74
-46% -$7.42K ﹤0.01% 3165
2023
Q1 		$15K Buy
160
+8
+5% +$737 ﹤0.01% 2718
2022
Q4 		$12K Sell
152
-73
-32% -$6.16K ﹤0.01% 2725
2022
Q3 		$19K Sell
225
-106
-32% -$10.1K ﹤0.01% 2270
2022
Q2 		$31K Buy
331
+257
+347% +$26.7K ﹤0.01% 1876
2022
Q1 		$9K Buy
74
+2
+3% +$245 ﹤0.01% 2572
2021
Q4 		$10K Buy
+72
New +$10K ﹤0.01% 2372
2021
Q2 		$10K Hold
72
– – ﹤0.01% 2123
2021
Q1 		$10K Hold
72
– – ﹤0.01% 2122
2020
Q4 		$10K Hold
72
– – ﹤0.01% 2122
2020
Q3 		$10K Hold
72
– – ﹤0.01% 2121
2020
Q2 		$10K Hold
72
– – ﹤0.01% 2120
2020
Q1 		$10K Hold
72
– – ﹤0.01% 2120
2019
Q4 		$10K Hold
72
– – ﹤0.01% 2120
2019
Q3 		$10K Hold
72
– – ﹤0.01% 2120
2019
Q2 		$10K Hold
72
– – ﹤0.01% 2120
2019
Q1 		$10K Sell
72
-19
-21% -$1.55K ﹤0.01% 2120
2018
Q4 		$7K Sell
91
-30
-25% -$2.4K ﹤0.01% 1460
2018
Q3 		$11K Buy
121
+12
+11% +$1.03K ﹤0.01% 1135
2018
Q2 		$9K Buy
109
+37
+51% +$3.14K ﹤0.01% 1042
2018
Q1 		$6K Hold
72
– – ﹤0.01% 985
2017
Q4 		$7K Sell
72
-13
-15% -$1.17K ﹤0.01% 1001
2017
Q3 		$8K Buy
85
+13
+18% +$1.2K ﹤0.01% 958
2017
Q2 		$7K Hold
72
– – ﹤0.01% 845
2017
Q1 		$7K Hold
72
– – ﹤0.01% 829
2016
Q4 		$7K Sell
72
-701
-91% -$66K ﹤0.01% 801
2016
Q3 		$73K Hold
773
– – 0.01% 373
2016
Q2 		$76K Sell
773
-1,078
-58% -$100K 0.01% 337
2016
Q1 		$172K Buy
+1,851
New +$159K 0.02% 241

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard Communication Services ETF (VOX) stake by 15% in Q1 2026, selling an estimated $34.4K and leaving 1,022 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

Carson Wealth (CWM LLC) first reported a position in VOX in Q1 2016 and has held it in 40 quarters since. The position peaked at $348K in Q2 2024. 498 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,022 shares of Vanguard Communication Services ETF worth $184K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 181 Vanguard Communication Services ETF shares in Q1 2026, an estimated $34.4K.
  • Vanguard Communication Services ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2805 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Communication Services ETF in Q1 2016 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Communication Services ETF position peaked at $348K in Q2 2024.
  • 498 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

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