Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$484K Sell
4,832
-7,234
-60% -$754K ﹤0.01% 2040
2025
Q4 		$1.2M Buy
12,066
+1,443
+14% +$143K ﹤0.01% 1388
2025
Q3 		$1.04M Buy
10,623
+269
+3% +$25K ﹤0.01% 1382
2025
Q2 		$903K Sell
10,354
-68
-0.7% -$5.53K ﹤0.01% 1295
2025
Q1 		$840K Sell
10,422
-162
-2% -$14.2K ﹤0.01% 1230
2024
Q4 		$945K Buy
10,584
+396
+4% +$36.5K ﹤0.01% 1115
2024
Q3 		$910K Buy
10,188
+5,882
+137% +$509K ﹤0.01% 1091
2024
Q2 		$353K Sell
4,306
-2,392
-36% -$196K ﹤0.01% 1316
2024
Q1 		$570K Buy
6,698
+1,966
+42% +$158K ﹤0.01% 1083
2023
Q4 		$384K Buy
4,732
+83
+2% +$6.01K ﹤0.01% 1158
2023
Q3 		$332K Buy
4,649
+2,974
+178% +$226K ﹤0.01% 1125
2023
Q2 		$127K Sell
1,675
-60
-3% -$4.32K ﹤0.01% 1447
2023
Q1 		$125K Sell
1,735
-1,402
-45% -$104K ﹤0.01% 1376
2022
Q4 		$221K Buy
3,137
+24
+0.8% +$1.72K ﹤0.01% 1062
2022
Q3 		$207K Buy
3,113
+1,840
+145% +$135K ﹤0.01% 1031
2022
Q2 		$87K Sell
1,273
-85
-6% -$6.33K ﹤0.01% 1374
2022
Q1 		$112K Sell
1,358
-10
-0.7% -$823 ﹤0.01% 1285
2021
Q4 		$123K Buy
+1,368
New +$125K ﹤0.01% 1219
2021
Q2 		$117K Sell
1,260
-1,260
-50% -$114K ﹤0.01% 1080
2021
Q1 		$117K Hold
2,520
– – ﹤0.01% 1080
2020
Q4 		$117K Hold
2,520
– – ﹤0.01% 1080
2020
Q3 		$117K Hold
2,520
– – ﹤0.01% 1080
2020
Q2 		$117K Hold
2,520
– – ﹤0.01% 1080
2020
Q1 		$117K Hold
2,520
– – ﹤0.01% 1080
2019
Q4 		$117K Hold
2,520
– – ﹤0.01% 1080
2019
Q3 		$117K Hold
2,520
– – ﹤0.01% 1080
2019
Q2 		$117K Hold
2,520
– – ﹤0.01% 1080
2019
Q1 		$117K Buy
2,520
+2,300
+1,045% +$139K ﹤0.01% 1080
2018
Q4 		$12K Hold
220
– – ﹤0.01% 1285
2018
Q3 		$15K Buy
220
+218
+10,900% +$14.8K ﹤0.01% 1045
2018
Q2 		$0 Buy
+2
New +$128 ﹤0.01% 1789

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard Russell 2000 ETF (VTWO) stake by 60% in Q1 2026, selling an estimated $754K and leaving 4,832 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Carson Wealth (CWM LLC) first reported a position in VTWO in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.2M in Q4 2025. 681 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,832 shares of Vanguard Russell 2000 ETF worth $484K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,234 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $754K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2040 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Russell 2000 ETF in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Russell 2000 ETF position peaked at $1.2M in Q4 2025.
  • 681 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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