Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard Total World Stock ETF VT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.82M Buy
34,859
+1,007
+3% +$145K 0.01% 831
2025
Q4 		$4.78M Buy
33,852
+3,814
+13% +$533K 0.01% 797
2025
Q3 		$4.14M Sell
30,038
-993
-3% -$132K 0.01% 795
2025
Q2 		$3.99M Buy
31,031
+54
+0.2% +$6.46K 0.01% 666
2025
Q1 		$3.59M Sell
30,977
-153
-0.5% -$18.3K 0.01% 626
2024
Q4 		$3.66M Buy
31,130
+22,239
+250% +$2.67M 0.02% 548
2024
Q3 		$1.06M Buy
8,891
+269
+3% +$30.9K ﹤0.01% 995
2024
Q2 		$971K Buy
8,622
+3,540
+70% +$390K ﹤0.01% 908
2024
Q1 		$562K Buy
5,082
+948
+23% +$100K ﹤0.01% 1089
2023
Q4 		$425K Buy
4,134
+586
+17% +$56.4K ﹤0.01% 1123
2023
Q3 		$331K Buy
3,548
+151
+4% +$14.7K ﹤0.01% 1126
2023
Q2 		$329K Buy
3,397
+842
+33% +$78.9K ﹤0.01% 1076
2023
Q1 		$235K Sell
2,555
-8,749
-77% -$792K ﹤0.01% 1142
2022
Q4 		$974K Buy
11,304
+8,749
+342% +$747K 0.01% 626
2022
Q3 		$202K Buy
2,555
+379
+17% +$33.3K ﹤0.01% 1046
2022
Q2 		$186K Sell
2,176
-279
-11% -$25.8K ﹤0.01% 1071
2022
Q1 		$249K Sell
2,455
-163
-6% -$16.5K ﹤0.01% 950
2021
Q4 		$281K Buy
+2,618
New +$278K ﹤0.01% 901
2021
Q2 		$285K Hold
2,755
– – ﹤0.01% 796
2021
Q1 		$285K Hold
2,755
– – ﹤0.01% 796
2020
Q4 		$285K Hold
2,755
– – ﹤0.01% 796
2020
Q3 		$285K Hold
2,755
– – ﹤0.01% 796
2020
Q2 		$285K Hold
2,755
– – ﹤0.01% 796
2020
Q1 		$285K Hold
2,755
– – ﹤0.01% 796
2019
Q4 		$285K Hold
2,755
– – ﹤0.01% 796
2019
Q3 		$285K Hold
2,755
– – ﹤0.01% 796
2019
Q2 		$285K Hold
2,755
– – ﹤0.01% 796
2019
Q1 		$285K Sell
2,755
-71,275
-96% -$5.06M ﹤0.01% 796
2018
Q4 		$4.85M Buy
74,030
+15,946
+27% +$1.12M 0.12% 158
2018
Q3 		$4.4M Buy
58,084
+51,867
+834% +$3.9M 0.11% 176
2018
Q2 		$456K Buy
6,217
+305
+5% +$22.7K 0.02% 343
2018
Q1 		$435K Hold
5,912
– – 0.02% 294
2017
Q4 		$439K Hold
5,912
– – 0.02% 274
2017
Q3 		$418K Hold
5,912
– – 0.02% 265
2017
Q2 		$399K Hold
5,912
– – 0.02% 258
2017
Q1 		$386K Hold
5,912
– – 0.02% 245
2016
Q4 		$361K Buy
5,912
+3,610
+157% +$218K 0.02% 227
2016
Q3 		$140K Buy
2,302
+1,820
+378% +$110K 0.01% 299
2016
Q2 		$28K Hold
482
– – ﹤0.01% 429
2016
Q1 		$28K Buy
+482
New +$26.3K ﹤0.01% 408

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Total World Stock ETF (VT) stake by 3% in Q1 2026, buying an estimated $145K and bringing the position to 34,859 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #831.

Carson Wealth (CWM LLC) first reported a position in VT in Q1 2016 and has held it in 40 quarters since. The position peaked at $4.85M in Q4 2018. 1,233 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,859 shares of Vanguard Total World Stock ETF worth $4.82M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,007 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $145K.
  • Vanguard Total World Stock ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #831 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Total World Stock ETF in Q1 2016 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Total World Stock ETF position peaked at $4.85M in Q4 2018.
  • 1,233 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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