Carson Wealth (CWM LLC)
VTEB icon

Carson Wealth (CWM LLC)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.4M Buy
448,066
+1,283
+0.3% +$64.8K 0.06% 305
2025
Q4 		$22.5M Buy
446,783
+7,483
+2% +$377K 0.06% 289
2025
Q3 		$22M Sell
439,300
-313
-0.1% -$15.4K 0.07% 251
2025
Q2 		$21.6M Sell
439,613
-8,416
-2% -$411K 0.08% 223
2025
Q1 		$22.2M Sell
448,029
-111,466
-20% -$5.58M 0.09% 209
2024
Q4 		$28M Sell
559,495
-38,883
-6% -$1.97M 0.12% 154
2024
Q3 		$30.6M Sell
598,378
-97,111
-14% -$4.92M 0.13% 141
2024
Q2 		$34.9M Sell
695,489
-46,285
-6% -$2.32M 0.16% 127
2024
Q1 		$37.5M Buy
741,774
+1,850
+0.3% +$93.8K 0.18% 111
2023
Q4 		$37.8M Sell
739,924
-163,646
-18% -$8.02M 0.2% 96
2023
Q3 		$43.5M Buy
903,570
+20,286
+2% +$1M 0.27% 73
2023
Q2 		$44.4M Buy
883,284
+53,044
+6% +$2.67M 0.27% 70
2023
Q1 		$42.1M Buy
830,240
+46,826
+6% +$2.35M 0.28% 66
2022
Q4 		$38.8M Buy
783,414
+11,787
+2% +$576K 0.29% 70
2022
Q3 		$37.1M Buy
771,627
+322,579
+72% +$16.1M 0.3% 62
2022
Q2 		$22.4M Buy
449,048
+56,314
+14% +$2.82M 0.17% 112
2022
Q1 		$20.2M Buy
392,734
+87,858
+29% +$4.68M 0.14% 144
2021
Q4 		$16.7M Buy
+304,876
New +$16.7M 0.12% 169
2021
Q2 		$11.9M Hold
214,600
– – 0.09% 184
2021
Q1 		$11.9M Hold
214,600
– – 0.09% 184
2020
Q4 		$11.9M Hold
214,600
– – 0.09% 184
2020
Q3 		$11.9M Hold
214,600
– – 0.09% 184
2020
Q2 		$11.9M Hold
214,600
– – 0.09% 184
2020
Q1 		$11.9M Hold
214,600
– – 0.09% 184
2019
Q4 		$11.9M Hold
214,600
– – 0.09% 184
2019
Q3 		$11.9M Hold
214,600
– – 0.09% 184
2019
Q2 		$11.9M Hold
214,600
– – 0.09% 184
2019
Q1 		$11.9M Buy
+214,600
New +$11M 0.09% 184
2018
Q3 		– Sell
-34
Closed -$2K – 2008
2018
Q2 		$2K Buy
+34
New +$1.73K ﹤0.01% 1438

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.29% in Q1 2026, buying an estimated $64.8K and bringing the position to 448,066 shares worth $22.4M. The position accounts for 0.06% of the portfolio, ranked #305.

Carson Wealth (CWM LLC) first reported a position in VTEB in Q2 2018 and has held it in 29 quarters since. The position peaked at $44.4M in Q2 2023. 1,351 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 448,066 shares of Vanguard Tax-Exempt Bond Index Fund worth $22.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,283 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $64.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #305 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $44.4M in Q2 2023.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

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