Carson Wealth (CWM LLC)
VPU

Carson Wealth (CWM LLC)’s Vanguard Utilities ETF VPU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.56M Sell
23,017
-482
-2% -$93.7K 0.01% 851
2025
Q4 		$4.35M Buy
23,499
+18,986
+421% +$3.64M 0.01% 842
2025
Q3 		$855K Sell
4,513
-129
-3% -$23.6K ﹤0.01% 1500
2025
Q2 		$819K Buy
4,642
+550
+13% +$94.9K ﹤0.01% 1353
2025
Q1 		$699K Sell
4,092
-365
-8% -$61.7K ﹤0.01% 1323
2024
Q4 		$728K Buy
4,457
+701
+19% +$120K ﹤0.01% 1231
2024
Q3 		$654K Sell
3,756
-43
-1% -$6.91K ﹤0.01% 1210
2024
Q2 		$562K Sell
3,799
-181
-5% -$27K ﹤0.01% 1145
2024
Q1 		$567K Sell
3,980
-1,809
-31% -$245K ﹤0.01% 1084
2023
Q4 		$794K Buy
5,789
+4,780
+474% +$631K ﹤0.01% 904
2023
Q3 		$129K Hold
1,009
– – ﹤0.01% 1501
2023
Q2 		$143K Sell
1,009
-314
-24% -$46K ﹤0.01% 1388
2023
Q1 		$195K Sell
1,323
-59
-4% -$8.73K ﹤0.01% 1206
2022
Q4 		$212K Sell
1,382
-946
-41% -$140K ﹤0.01% 1086
2022
Q3 		$331K Buy
2,328
+197
+9% +$31.4K ﹤0.01% 879
2022
Q2 		$325K Buy
2,131
+26
+1% +$4.09K ﹤0.01% 868
2022
Q1 		$341K Buy
2,105
+101
+5% +$15.3K ﹤0.01% 843
2021
Q4 		$313K Buy
+2,004
New +$296K ﹤0.01% 857
2021
Q2 		$150K Hold
1,080
– – ﹤0.01% 996
2021
Q1 		$150K Hold
1,080
– – ﹤0.01% 996
2020
Q4 		$150K Hold
1,080
– – ﹤0.01% 996
2020
Q3 		$150K Hold
1,080
– – ﹤0.01% 996
2020
Q2 		$150K Hold
1,080
– – ﹤0.01% 996
2020
Q1 		$150K Hold
1,080
– – ﹤0.01% 996
2019
Q4 		$150K Hold
1,080
– – ﹤0.01% 996
2019
Q3 		$150K Hold
1,080
– – ﹤0.01% 996
2019
Q2 		$150K Hold
1,080
– – ﹤0.01% 996
2019
Q1 		$150K Buy
1,080
+1,041
+2,669% +$129K ﹤0.01% 996
2018
Q4 		$5K Buy
+39
New +$4.72K ﹤0.01% 1550

Other funds holding VPU

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard Utilities ETF (VPU) stake by 2.1% in Q1 2026, selling an estimated $93.7K and leaving 23,017 shares worth $4.56M. The position accounts for 0.01% of the portfolio, ranked #851.

Carson Wealth (CWM LLC) first reported a position in VPU in Q4 2018 and has held it in 29 quarters since. 678 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,017 shares of Vanguard Utilities ETF worth $4.56M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 482 Vanguard Utilities ETF shares in Q1 2026, an estimated $93.7K.
  • Vanguard Utilities ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #851 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Utilities ETF in Q4 2018 and has held it in 29 quarters since.
  • 678 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

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