Carson Wealth (CWM LLC)
VTHR icon

Carson Wealth (CWM LLC)’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VTHR Stock Details VTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.36M Sell
32,551
-3,552
-10% -$1.07M 0.02% 579
2025
Q4 		$10.8M Sell
36,103
-5,414
-13% -$1.61M 0.03% 498
2025
Q3 		$12.2M Buy
41,517
+14,599
+54% +$4.13M 0.04% 406
2025
Q2 		$7.34M Buy
26,918
+256
+1% +$64.6K 0.03% 480
2025
Q1 		$6.58M Buy
26,662
+76
+0.3% +$19.8K 0.03% 447
2024
Q4 		$6.91M Buy
26,586
+17,893
+206% +$4.68M 0.03% 404
2024
Q3 		$2.21M Hold
8,693
– – 0.01% 667
2024
Q2 		$2.08M Buy
8,693
+10
+0.1% +$2.32K 0.01% 637
2024
Q1 		$2.02M Hold
8,683
– – 0.01% 614
2023
Q4 		$1.85M Buy
8,683
+709
+9% +$140K 0.01% 592
2023
Q3 		$1.52M Buy
7,974
+4,725
+145% +$938K 0.01% 611
2023
Q2 		$642K Buy
3,249
+1,550
+91% +$290K ﹤0.01% 863
2023
Q1 		$311K Hold
1,699
– – ﹤0.01% 1044
2022
Q4 		$292K Buy
+1,699
New +$294K ﹤0.01% 965
2022
Q1 		– Sell
-80
Closed -$17K – 3896
2021
Q4 		$17K Buy
+80
New +$16.8K ﹤0.01% 2088

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard Russell 3000 ETF (VTHR) stake by 9.8% in Q1 2026, selling an estimated $1.07M and leaving 32,551 shares worth $9.36M. The position accounts for 0.02% of the portfolio, ranked #579.

Carson Wealth (CWM LLC) first reported a position in VTHR in Q4 2021 and has held it in 15 quarters since. The position peaked at $12.2M in Q3 2025. 236 funds tracked by Wall St. Rank hold VTHR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 32,551 shares of Vanguard Russell 3000 ETF worth $9.36M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,552 Vanguard Russell 3000 ETF shares in Q1 2026, an estimated $1.07M.
  • Vanguard Russell 3000 ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #579 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Russell 3000 ETF in Q4 2021 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Russell 3000 ETF position peaked at $12.2M in Q3 2025.
  • 236 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q1 2026.

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