Carson Wealth (CWM LLC)
VSS icon

Carson Wealth (CWM LLC)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$779K Sell
5,342
-194
-4% -$29.3K ﹤0.01% 1701
2025
Q4 		$793K Buy
5,536
+2,372
+75% +$338K ﹤0.01% 1639
2025
Q3 		$451K Buy
3,164
+315
+11% +$43.6K ﹤0.01% 1862
2025
Q2 		$383K Sell
2,849
-529
-16% -$65.3K ﹤0.01% 1721
2025
Q1 		$391K Sell
3,378
-2,262
-40% -$263K ﹤0.01% 1560
2024
Q4 		$646K Buy
5,640
+2,840
+101% +$341K ﹤0.01% 1285
2024
Q3 		$353K Sell
2,800
-117
-4% -$14.1K ﹤0.01% 1466
2024
Q2 		$343K Sell
2,917
-194
-6% -$22.8K ﹤0.01% 1330
2024
Q1 		$364K Buy
3,111
+1,386
+80% +$157K ﹤0.01% 1250
2023
Q4 		$198K Buy
1,725
+992
+135% +$107K ﹤0.01% 1430
2023
Q3 		$78K Sell
733
-22
-3% -$2.44K ﹤0.01% 1793
2023
Q2 		$83K Buy
755
+3
+0.4% +$331 ﹤0.01% 1667
2023
Q1 		$82K Sell
752
-4
-0.5% -$435 ﹤0.01% 1593
2022
Q4 		$78K Sell
756
-177
-19% -$17.8K ﹤0.01% 1500
2022
Q3 		$87K Sell
933
-666
-42% -$69.2K ﹤0.01% 1400
2022
Q2 		$165K Buy
1,599
+307
+24% +$34.8K ﹤0.01% 1121
2022
Q1 		$160K Buy
1,292
+24
+2% +$3.01K ﹤0.01% 1134
2021
Q4 		$170K Buy
+1,268
New +$172K ﹤0.01% 1092
2021
Q2 		$151K Hold
1,103
– – ﹤0.01% 995
2021
Q1 		$151K Hold
1,103
– – ﹤0.01% 995
2020
Q4 		$151K Hold
1,103
– – ﹤0.01% 995
2020
Q3 		$151K Hold
1,103
– – ﹤0.01% 995
2020
Q2 		$151K Hold
1,103
– – ﹤0.01% 995
2020
Q1 		$151K Hold
1,103
– – ﹤0.01% 995
2019
Q4 		$151K Hold
1,103
– – ﹤0.01% 995
2019
Q3 		$151K Hold
1,103
– – ﹤0.01% 995
2019
Q2 		$151K Hold
1,103
– – ﹤0.01% 995
2019
Q1 		$151K Buy
1,103
+797
+260% +$81.1K ﹤0.01% 995
2018
Q4 		$29K Sell
306
-86
-22% -$8.72K ﹤0.01% 1032
2018
Q3 		$44K Buy
392
+389
+12,967% +$44.4K ﹤0.01% 780
2018
Q2 		$0 Buy
+3
New +$359 ﹤0.01% 1788
2017
Q4 		– Sell
-107
Closed -$12K – 1595
2017
Q3 		$12K Buy
+107
New +$12K ﹤0.01% 853

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3.5% in Q1 2026, selling an estimated $29.3K and leaving 5,342 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Carson Wealth (CWM LLC) first reported a position in VSS in Q3 2017 and has held it in 32 quarters since. The position peaked at $793K in Q4 2025. 700 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,342 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $779K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 194 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $29.3K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1701 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2017 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $793K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

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