Carson Wealth (CWM LLC)
VUSB icon

Carson Wealth (CWM LLC)’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$613K Sell
12,320
-7,640
-38% -$381K ﹤0.01% 1867
2025
Q4 		$995K Sell
19,960
-11,343
-36% -$566K ﹤0.01% 1501
2025
Q3 		$1.56M Sell
31,303
-61,242
-66% -$3.05M ﹤0.01% 1199
2025
Q2 		$4.62M Sell
92,545
-7,983
-8% -$397K 0.02% 614
2025
Q1 		$5.01M Sell
100,528
-3,499
-3% -$174K 0.02% 529
2024
Q4 		$5.16M Sell
104,027
-2,571
-2% -$128K 0.02% 470
2024
Q3 		$5.32M Buy
106,598
+2,574
+2% +$128K 0.02% 429
2024
Q2 		$5.15M Buy
104,024
+1
+0% +$49 0.02% 415
2024
Q1 		$5.15M Buy
104,023
+1
+0% +$49 0.03% 415
2023
Q4 		$5.14M Buy
104,022
+1
+0% +$49 0.03% 393
2023
Q3 		$5.12M Sell
104,021
-837
-0.8% -$41.1K 0.03% 359
2023
Q2 		$5.16M Buy
104,858
+104,294
+18,492% +$5.13M 0.03% 335
2023
Q1 		$28K Buy
564
+89
+19% +$4.37K ﹤0.01% 2276
2022
Q4 		$23K Buy
475
+5
+1% +$245 ﹤0.01% 2275
2022
Q3 		$23K Sell
470
-3
-0.6% -$147 ﹤0.01% 2152
2022
Q2 		$23K Buy
+473
New +$23.3K ﹤0.01% 2040

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 38% in Q1 2026, selling an estimated $381K and leaving 12,320 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Carson Wealth (CWM LLC) first reported a position in VUSB in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.32M in Q3 2024. 473 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,320 shares of Vanguard Ultra-Short Bond ETF worth $613K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,640 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $381K.
  • Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1867 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Vanguard Ultra-Short Bond ETF position peaked at $5.32M in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

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