Carson Wealth (CWM LLC)
VSGX icon

Carson Wealth (CWM LLC)’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VSGX Stock Details VSGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Sell
15,919
-91
-0.6% -$6.82K ﹤0.01% 1464
2025
Q4 		$1.15M Buy
16,010
+4,258
+36% +$300K ﹤0.01% 1416
2025
Q3 		$815K Buy
11,752
+46
+0.4% +$3.09K ﹤0.01% 1523
2025
Q2 		$767K Buy
11,706
+71
+0.6% +$4.38K ﹤0.01% 1398
2025
Q1 		$686K Sell
11,635
-4
-0% -$236 ﹤0.01% 1329
2024
Q4 		$660K Sell
11,639
-48
-0.4% -$2.83K ﹤0.01% 1273
2024
Q3 		$719K Buy
11,687
+45
+0.4% +$2.65K ﹤0.01% 1178
2024
Q2 		$667K Sell
11,642
-990
-8% -$56.6K ﹤0.01% 1085
2024
Q1 		$726K Buy
12,632
+1,066
+9% +$59.3K ﹤0.01% 989
2023
Q4 		$639K Buy
11,566
+7,169
+163% +$370K ﹤0.01% 972
2023
Q3 		$222K Sell
4,397
-639
-13% -$33.7K ﹤0.01% 1269
2023
Q2 		$267K Buy
5,036
+3,834
+319% +$203K ﹤0.01% 1156
2023
Q1 		$63K Buy
+1,202
New +$62.4K ﹤0.01% 1746
2022
Q3 		– Sell
-2,423
Closed -$119K – 4211
2022
Q2 		$119K Hold
2,423
– – ﹤0.01% 1245
2022
Q1 		$139K Sell
2,423
-1,000
-29% -$58.7K ﹤0.01% 1197
2021
Q4 		$212K Buy
+3,423
New +$214K ﹤0.01% 1003
2021
Q2 		$105K Hold
1,641
– – ﹤0.01% 1118
2021
Q1 		$105K Hold
1,641
– – ﹤0.01% 1118
2020
Q4 		$105K Hold
1,641
– – ﹤0.01% 1118
2020
Q3 		$105K Hold
1,641
– – ﹤0.01% 1118
2020
Q2 		$105K Hold
1,641
– – ﹤0.01% 1118
2020
Q1 		$105K Hold
1,641
– – ﹤0.01% 1118
2019
Q4 		$105K Hold
1,641
– – ﹤0.01% 1118
2019
Q3 		$105K Hold
1,641
– – ﹤0.01% 1118
2019
Q2 		$105K Hold
1,641
– – ﹤0.01% 1118
2019
Q1 		$105K Buy
+1,641
New +$78.6K ﹤0.01% 1118

Other funds holding VSGX

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard ESG International Stock ETF (VSGX) stake by 0.57% in Q1 2026, selling an estimated $6.82K and leaving 15,919 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Carson Wealth (CWM LLC) first reported a position in VSGX in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.15M in Q4 2025. 439 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,919 shares of Vanguard ESG International Stock ETF worth $1.14M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 91 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $6.82K.
  • Vanguard ESG International Stock ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1464 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard ESG International Stock ETF in Q1 2019 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard ESG International Stock ETF position peaked at $1.15M in Q4 2025.
  • 439 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

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