Carson Wealth (CWM LLC)
VTES icon

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

Carson Wealth (CWM LLC)’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$653K Buy
6,455
+7
+0.1% +$714 ﹤0.01% 1823
2025
Q4 		$655K Buy
+6,448
New +$655K ﹤0.01% 1758

Other funds holding VTES

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.11% in Q1 2026, buying an estimated $714 and bringing the position to 6,455 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Carson Wealth (CWM LLC) first reported a position in VTES in Q4 2025 and has held it in 2 quarters since. The position peaked at $655K in Q4 2025. 281 funds tracked by Wall St. Rank hold VTES as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,455 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $653K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2026, an estimated $714.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1823 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $655K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Vanguard Short-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.