Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s VSE Corp VSEC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VSEC Stock Details VSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8K Buy
80
+16
+25% +$3.26K ﹤0.01% 4604
2025
Q4 		$11K Buy
64
+2
+3% +$342 ﹤0.01% 4516
2025
Q3 		$10K Buy
62
+8
+15% +$1.22K ﹤0.01% 4500
2025
Q2 		$7K Buy
54
+10
+23% +$1.25K ﹤0.01% 4493
2025
Q1 		$5K Buy
44
+13
+42% +$1.39K ﹤0.01% 4496
2024
Q4 		$3K Buy
31
+15
+94% +$1.58K ﹤0.01% 4467
2024
Q3 		$1K Buy
16
+3
+23% +$261 ﹤0.01% 4742
2024
Q2 		$1K Buy
+13
New +$1.04K ﹤0.01% 4515

Other funds holding VSEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its VSE Corp (VSEC) stake by 25% in Q1 2026, buying an estimated $3.26K and bringing the position to 80 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4604.

Carson Wealth (CWM LLC) first reported a position in VSEC in Q2 2024 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold VSEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 80 shares of VSE Corp worth $14.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16 VSE Corp shares in Q1 2026, an estimated $3.26K.
  • VSE Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4604 holding.
  • Carson Wealth (CWM LLC) first reported a position in VSE Corp in Q2 2024 and has held it in 8 quarters since.
  • 356 funds tracked by Wall St. Rank held VSE Corp as of Q1 2026.

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