Carson Wealth (CWM LLC)
VSDB

Carson Wealth (CWM LLC)’s Vanguard Short Duration Bond ETF VSDB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VSDB Stock Details VSDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12K Hold
157
– – ﹤0.01% 4705
2025
Q4 		$12K Sell
157
-1,321
-89% -$101K ﹤0.01% 4480
2025
Q3 		$113K Buy
+1,478
New +$113K ﹤0.01% 2895

Other funds holding VSDB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Vanguard Short Duration Bond ETF (VSDB) position steady in Q1 2026 at 157 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4705.

Carson Wealth (CWM LLC) first reported a position in VSDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $113K in Q3 2025. 44 funds tracked by Wall St. Rank hold VSDB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 157 shares of Vanguard Short Duration Bond ETF worth $12K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Vanguard Short Duration Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short Duration Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4705 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Short Duration Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Short Duration Bond ETF position peaked at $113K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Vanguard Short Duration Bond ETF as of Q1 2026.

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