Carson Wealth (CWM LLC)
VTIP icon

Carson Wealth (CWM LLC)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.39M Sell
67,920
-3,058
-4% -$152K 0.01% 975
2025
Q4 		$3.51M Buy
70,978
+50,092
+240% +$2.5M 0.01% 924
2025
Q3 		$1.06M Buy
20,886
+7,110
+52% +$358K ﹤0.01% 1370
2025
Q2 		$693K Sell
13,776
-3,847
-22% -$192K ﹤0.01% 1442
2025
Q1 		$879K Sell
17,623
-2,743
-13% -$135K ﹤0.01% 1197
2024
Q4 		$986K Sell
20,366
-29,542
-59% -$1.44M ﹤0.01% 1094
2024
Q3 		$2.46M Sell
49,908
-33,487
-40% -$1.63M 0.01% 637
2024
Q2 		$4.05M Buy
83,395
+62,231
+294% +$2.99M 0.02% 466
2024
Q1 		$1.01M Sell
21,164
-14,452
-41% -$688K ﹤0.01% 848
2023
Q4 		$1.69M Sell
35,616
-3,083
-8% -$146K 0.01% 613
2023
Q3 		$1.83M Buy
38,699
+24,443
+171% +$1.15M 0.01% 566
2023
Q2 		$676K Buy
14,256
+9,063
+175% +$432K ﹤0.01% 845
2023
Q1 		$248K Sell
5,193
-169
-3% -$7.96K ﹤0.01% 1120
2022
Q4 		$250K Buy
5,362
+669
+14% +$31.9K ﹤0.01% 1018
2022
Q3 		$226K Buy
4,693
+1,666
+55% +$82.5K ﹤0.01% 1004
2022
Q2 		$152K Sell
3,027
-6,347
-68% -$321K ﹤0.01% 1155
2022
Q1 		$480K Buy
9,374
+9,051
+2,802% +$464K ﹤0.01% 743
2021
Q4 		$17K Buy
+323
New +$16.8K ﹤0.01% 2089
2021
Q2 		$10K Hold
196
– – ﹤0.01% 2124
2021
Q1 		$10K Hold
196
– – ﹤0.01% 2123
2020
Q4 		$10K Hold
196
– – ﹤0.01% 2123
2020
Q3 		$10K Hold
196
– – ﹤0.01% 2122
2020
Q2 		$10K Hold
196
– – ﹤0.01% 2121
2020
Q1 		$10K Hold
196
– – ﹤0.01% 2121
2019
Q4 		$10K Hold
196
– – ﹤0.01% 2121
2019
Q3 		$10K Hold
196
– – ﹤0.01% 2121
2019
Q2 		$10K Hold
196
– – ﹤0.01% 2121
2019
Q1 		$10K Buy
196
+120
+158% +$5.79K ﹤0.01% 2121
2018
Q4 		$4K Sell
76
-1,411
-95% -$67.9K ﹤0.01% 1616
2018
Q3 		$72K Buy
1,487
+903
+155% +$44.1K ﹤0.01% 675
2018
Q2 		$29K Buy
584
+148
+34% +$7.24K ﹤0.01% 763
2018
Q1 		$21K Hold
436
– – ﹤0.01% 706
2017
Q4 		$21K Sell
436
-173
-28% -$8.55K ﹤0.01% 692
2017
Q3 		$30K Buy
+609
New +$30.1K ﹤0.01% 627
2017
Q2 		– Sell
-1,053
Closed -$52K – 1326
2017
Q1 		$52K Buy
+1,053
New +$51.9K ﹤0.01% 455

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.3% in Q1 2026, selling an estimated $152K and leaving 67,920 shares worth $3.39M. The position accounts for 0.01% of the portfolio, ranked #975.

Carson Wealth (CWM LLC) first reported a position in VTIP in Q1 2017 and has held it in 35 quarters since. The position peaked at $4.05M in Q2 2024. 915 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 67,920 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $3.39M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,058 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $152K.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #975 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and has held it in 35 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.05M in Q2 2024.
  • 915 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

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