Carson Wealth (CWM LLC)
VTEI icon

Carson Wealth (CWM LLC)’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VTEI Stock Details VTEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-227
Closed -$23K – 5816
2025
Q4 		$23K Buy
+227
New +$22.9K ﹤0.01% 4104

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q1 2026, closing a stake of 227 shares — an estimated $23K sold.

Carson Wealth (CWM LLC) first reported a position in VTEI in Q4 2025 and held it in 1 quarter. The position peaked at $23K in Q4 2025. 155 funds tracked by Wall St. Rank hold VTEI as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 227 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $23K.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $23K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2026.

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