Carson Wealth (CWM LLC)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.3M	Buy	302,080 +10,454	+4%	+$586K	0.04%	398
2025 Q4	$15.7M	Buy	291,626 +129,079	+79%	+$7.01M	0.04%	387
2025 Q3	$8.81M	Buy	162,547 +24,514	+18%	+$1.26M	0.03%	512
2025 Q2	$6.83M	Buy	138,033 +2,196	+2%	+$102K	0.02%	504
2025 Q1	$6.15M	Buy	135,837 +90,417	+199%	+$4.07M	0.02%	462
2024 Q4	$2M	Buy	45,420 +6,330	+16%	+$294K	0.01%	781
2024 Q3	$1.87M	Sell	39,090 -14,303	-27%	-$637K	0.01%	735
2024 Q2	$2.34M	Sell	53,393 -1,679	-3%	-$72.3K	0.01%	605
2024 Q1	$2.3M	Buy	55,072 +12,227	+29%	+$499K	0.01%	589
2023 Q4	$1.76M	Buy	42,845 +3,479	+9%	+$138K	0.01%	606
2023 Q3	$1.54M	Sell	39,366 -13,990	-26%	-$571K	0.01%	608
2023 Q2	$2.17M	Buy	53,356 +20,116	+61%	+$811K	0.01%	501
2023 Q1	$1.34M	Buy	33,240 +4,778	+17%	+$195K	0.01%	570
2022 Q4	$1.11M	Sell	28,462 -3,153	-10%	-$120K	0.01%	583
2022 Q3	$1.15M	Sell	31,615 -1,138	-3%	-$46.2K	0.01%	529
2022 Q2	$1.36M	Sell	32,753 -31	-0.1%	-$1.34K	0.01%	487
2022 Q1	$1.51M	Buy	32,784 +2,859	+10%	+$138K	0.01%	461
2021 Q4	$1.48M	Buy	+29,925	New	+$1.51M	0.01%	499
2021 Q2	$1.66M	Hold	30,526	–	–	0.01%	481
2021 Q1	$1.66M	Hold	30,526	–	–	0.01%	481
2020 Q4	$1.66M	Hold	30,526	–	–	0.01%	481
2020 Q3	$1.66M	Hold	30,526	–	–	0.01%	481
2020 Q2	$1.66M	Hold	30,526	–	–	0.01%	481
2020 Q1	$1.66M	Hold	30,526	–	–	0.01%	481
2019 Q4	$1.66M	Hold	30,526	–	–	0.01%	481
2019 Q3	$1.66M	Hold	30,526	–	–	0.01%	481
2019 Q2	$1.66M	Hold	30,526	–	–	0.01%	481
2019 Q1	$1.66M	Sell	30,526 -22,481	-42%	-$926K	0.01%	481
2018 Q4	$2.02M	Buy	53,007 +19,979	+60%	+$774K	0.05%	285
2018 Q3	$1.35M	Buy	33,028 +13,540	+69%	+$570K	0.03%	286
2018 Q2	$822K	Sell	19,488 -3,145	-14%	-$142K	0.03%	288
2018 Q1	$1.06M	Sell	22,633 -19,742	-47%	-$947K	0.04%	224
2017 Q4	$1.95M	Sell	42,375 -198,545	-82%	-$8.87M	0.09%	169
2017 Q3	$10.5M	Buy	240,920 +12,366	+5%	+$535K	0.5%	55
2017 Q2	$9.33M	Buy	228,554 +98,659	+76%	+$4M	0.48%	54
2017 Q1	$5.16M	Sell	129,895 -14,135	-10%	-$545K	0.29%	80
2016 Q4	$5.15M	Buy	144,030 +40,060	+39%	+$1.47M	0.32%	88
2016 Q3	$3.91M	Sell	103,970 -10,688	-9%	-$398K	0.27%	105
2016 Q2	$4.04M	Buy	114,658 +85,034	+287%	+$2.91M	0.29%	106
2016 Q1	$1.02M	Sell	29,624 -1,445	-5%	-$45.3K	0.09%	156
2015 Q4	$1.02M	Sell	31,069 -6,833	-18%	-$235K	0.1%	151
2015 Q3	$1.25M	Buy	37,902 +10,501	+38%	+$381K	0.13%	134
2015 Q2	$1.12M	Buy	27,401 +3,028	+12%	+$130K	0.11%	131
2015 Q1	$996K	Buy	+24,373	New	+$991K	0.1%	135
2014 Q1	–	Sell	-1,295	Closed	-$50K	–	488
2013 Q4	$50K	Buy	1,295 +972	+301%	+$40.1K	0.01%	263
2013 Q3	$13K	Buy	+323	New	+$12.8K	﹤0.01%	305

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.6% in Q1 2026, buying an estimated $586K and bringing the position to 302,080 shares worth $16.3M. The position accounts for 0.04% of the portfolio, ranked #398.

Carson Wealth (CWM LLC) first reported a position in VWO in Q3 2013 and has held it in 46 quarters since. 2,546 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Carson Wealth (CWM LLC) held 302,080 shares of Vanguard FTSE Emerging Markets ETF worth $16.3M as of Q1 2026.
Carson Wealth (CWM LLC) bought 10,454 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $586K.
Vanguard FTSE Emerging Markets ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #398 holding.
Carson Wealth (CWM LLC) first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2013 and has held it in 46 quarters since.
2,546 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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