Carson Wealth (CWM LLC)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.07M | Sell |
6,943
-325
| -4% | -$102K | 0.01% | 1180 |
|
|
2025
Q4 | $2.29M | Buy |
7,268
+109
| +2% | +$34K | 0.01% | 1092 |
|
|
2025
Q3 | $2.2M | Buy |
7,159
+1,127
| +19% | +$334K | 0.01% | 1048 |
|
|
2025
Q2 | $1.72M | Sell |
6,032
-377
| -6% | -$99.3K | 0.01% | 1003 |
|
|
2025
Q1 | $1.65M | Buy |
6,409
+965
| +18% | +$261K | 0.01% | 899 |
|
|
2024
Q4 | $1.47M | Sell |
5,444
-862
| -14% | -$234K | 0.01% | 908 |
|
|
2024
Q3 | $1.66M | Buy |
6,306
+221
| +4% | +$56.1K | 0.01% | 784 |
|
|
2024
Q2 | $1.52M | Sell |
6,085
-406
| -6% | -$97.5K | 0.01% | 723 |
|
|
2024
Q1 | $1.56M | Buy |
6,491
+874
| +16% | +$200K | 0.01% | 694 |
|
|
2023
Q4 | $1.23M | Buy |
5,617
+195
| +4% | +$39.9K | 0.01% | 727 |
|
|
2023
Q3 | $1.06M | Sell |
5,422
-277
| -5% | -$56.4K | 0.01% | 728 |
|
|
2023
Q2 | $1.16M | Buy |
5,699
+1,709
| +43% | +$328K | 0.01% | 668 |
|
|
2023
Q1 | $745K | Buy |
3,990
+1,248
| +46% | +$227K | 0.01% | 755 |
|
|
2022
Q4 | $478K | Sell |
2,742
-331
| -11% | -$58.1K | ﹤0.01% | 825 |
|
|
2022
Q3 | $503K | Buy |
3,073
+68
| +2% | +$12.4K | ﹤0.01% | 747 |
|
|
2022
Q2 | $518K | Buy |
3,005
+362
| +14% | +$67.9K | ﹤0.01% | 725 |
|
|
2022
Q1 | $551K | Sell |
2,643
-607
| -19% | -$125K | ﹤0.01% | 702 |
|
|
2021
Q4 | $718K | Buy |
+3,250
| New | +$697K | 0.01% | 643 |
|
|
2021
Q2 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 893 |
|
|
2021
Q1 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 893 |
|
|
2020
Q4 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 893 |
|
|
2020
Q3 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 893 |
|
|
2020
Q2 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 893 |
|
|
2020
Q1 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 893 |
|
|
2019
Q4 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 893 |
|
|
2019
Q3 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 893 |
|
|
2019
Q2 | $208K | Hold |
1,039
| – | – | ﹤0.01% | 893 |
|
|
2019
Q1 | $208K | Sell |
1,039
-1,981
| -66% | -$248K | ﹤0.01% | 893 |
|
|
2018
Q4 | $347K | Buy |
3,020
+37
| +1% | +$4.58K | 0.01% | 500 |
|
|
2018
Q3 | $398K | Hold |
2,983
| – | – | 0.01% | 410 |
|
|
2018
Q2 | $372K | Buy |
2,983
+587
| +24% | +$72.9K | 0.01% | 358 |
|
|
2018
Q1 | $290K | Hold |
2,396
| – | – | 0.01% | 332 |
|
|
2017
Q4 | $294K | Sell |
2,396
-177
| -7% | -$21.2K | 0.01% | 314 |
|
|
2017
Q3 | $297K | Sell |
2,573
-200
| -7% | -$22.6K | 0.01% | 295 |
|
|
2017
Q2 | $308K | Hold |
2,773
| – | – | 0.02% | 277 |
|
|
2017
Q1 | $300K | Buy |
2,773
+131
| +5% | +$14K | 0.02% | 262 |
|
|
2016
Q4 | $270K | Hold |
2,642
| – | – | 0.02% | 253 |
|
|
2016
Q3 | $262K | Buy |
2,642
+2,007
| +316% | +$199K | 0.02% | 238 |
|
|
2016
Q2 | $61K | Buy |
+635
| New | +$60.3K | ﹤0.01% | 358 |
|
Other funds holding VV
NMIFOAC
VGA
JFGLC
Carson Wealth (CWM LLC)'s VV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.5% in Q1 2026, selling an estimated $102K and leaving 6,943 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #1180.
Carson Wealth (CWM LLC) first reported a position in VV in Q2 2016 and has held it in 39 quarters since. The position peaked at $2.29M in Q4 2025. 1,313 funds tracked by Wall St. Rank hold VV as of Q1 2026.
- Carson Wealth (CWM LLC) held 6,943 shares of Vanguard Morningstar Large-Cap ETF worth $2.07M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 325 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $102K.
- Vanguard Morningstar Large-Cap ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1180 holding.
- Carson Wealth (CWM LLC) first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2016 and has held it in 39 quarters since.
- Carson Wealth (CWM LLC)'s Vanguard Morningstar Large-Cap ETF position peaked at $2.29M in Q4 2025.
- 1,313 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.