Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.3M Buy
206,746
+3,835
+2% +$1.29M 0.17% 122
2025
Q4 		$68M Sell
202,911
-13,032
-6% -$4.34M 0.18% 105
2025
Q3 		$70.9M Buy
215,943
+70,544
+49% +$22.3M 0.21% 93
2025
Q2 		$44.2M Buy
145,399
+1,566
+1% +$440K 0.16% 123
2025
Q1 		$39.5M Buy
143,833
+11
+0% +$3.2K 0.16% 124
2024
Q4 		$41.7M Buy
143,822
+708
+0.5% +$207K 0.17% 106
2024
Q3 		$40.5M Sell
143,114
-11,376
-7% -$3.1M 0.17% 112
2024
Q2 		$41.3M Buy
154,490
+13,981
+10% +$3.62M 0.19% 105
2024
Q1 		$36.5M Buy
140,509
+12,782
+10% +$3.16M 0.18% 117
2023
Q4 		$30.3M Buy
127,727
+1,149
+0.9% +$254K 0.16% 125
2023
Q3 		$26.9M Buy
126,578
+4,111
+3% +$910K 0.16% 121
2023
Q2 		$27M Buy
122,467
+34,941
+40% +$7.29M 0.17% 120
2023
Q1 		$17.9M Buy
87,526
+305
+0.3% +$61.1K 0.12% 157
2022
Q4 		$16.7M Buy
87,221
+15,069
+21% +$2.9M 0.12% 155
2022
Q3 		$12.9M Buy
72,152
+5,700
+9% +$1.14M 0.1% 164
2022
Q2 		$12.5M Sell
66,452
-7,059
-10% -$1.45M 0.1% 168
2022
Q1 		$16.7M Buy
73,511
+7,382
+11% +$1.66M 0.12% 158
2021
Q4 		$16M Buy
+66,129
New +$15.6M 0.11% 172
2021
Q2 		$15.9M Hold
71,223
– – 0.13% 160
2021
Q1 		$15.9M Hold
71,223
– – 0.13% 160
2020
Q4 		$15.9M Hold
71,223
– – 0.13% 160
2020
Q3 		$15.9M Hold
71,223
– – 0.13% 160
2020
Q2 		$15.9M Hold
71,223
– – 0.13% 160
2020
Q1 		$15.9M Hold
71,223
– – 0.13% 160
2019
Q4 		$15.9M Hold
71,223
– – 0.13% 160
2019
Q3 		$15.9M Hold
71,223
– – 0.13% 160
2019
Q2 		$15.9M Hold
71,223
– – 0.13% 160
2019
Q1 		$15.9M Sell
71,223
-29,070
-29% -$4.06M 0.13% 160
2018
Q4 		$12.8M Buy
100,293
+36,668
+58% +$5.06M 0.32% 77
2018
Q3 		$9.52M Buy
63,625
+4,151
+7% +$611K 0.24% 108
2018
Q2 		$8.35M Sell
59,474
-1,856
-3% -$259K 0.27% 94
2018
Q1 		$8.32M Sell
61,330
-1,435
-2% -$201K 0.33% 71
2017
Q4 		$8.61M Buy
62,765
+7,545
+14% +$1.01M 0.38% 57
2017
Q3 		$7.15M Buy
55,220
+7,834
+17% +$992K 0.34% 60
2017
Q2 		$5.9M Sell
47,386
-10,030
-17% -$1.24M 0.3% 63
2017
Q1 		$6.97M Sell
57,416
-4,723
-8% -$566K 0.39% 55
2016
Q4 		$7.17M Sell
62,139
-8,223
-12% -$925K 0.44% 63
2016
Q3 		$7.83M Buy
70,362
+5,203
+8% +$577K 0.54% 56
2016
Q2 		$6.98M Sell
65,159
-20,201
-24% -$2.14M 0.51% 64
2016
Q1 		$8.95M Sell
85,360
-11,366
-12% -$1.13M 0.79% 48
2015
Q4 		$10.1M Sell
96,726
-31,932
-25% -$3.36M 0.99% 36
2015
Q3 		$12.7M Buy
128,658
+60,315
+88% +$6.33M 1.28% 16
2015
Q2 		$7.31M Buy
68,343
+4,967
+8% +$542K 0.7% 59
2015
Q1 		$6.8M Buy
+63,376
New +$6.77M 0.69% 51

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q1 2026, buying an estimated $1.29M and bringing the position to 206,746 shares worth $66.3M. The position accounts for 0.17% of the portfolio, ranked #122.

Carson Wealth (CWM LLC) first reported a position in VTI in Q1 2015 and has held it in 44 quarters since. The position peaked at $70.9M in Q3 2025. 3,566 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 206,746 shares of Vanguard Morningstar Total Stock Market ETF worth $66.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,835 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.29M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #122 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2015 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Morningstar Total Stock Market ETF position peaked at $70.9M in Q3 2025.
  • 3,566 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

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