SL
VEA icon

SWMG LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

SWMG LLC’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.45M Sell
77,165
-2,311
-3% -$161K 1.28% 20
2026
Q1 		$5.09M Sell
79,476
-490
-0.6% -$32.3K 1.45% 19
2025
Q4 		$5.39M Buy
79,966
+8,121
+11% +$497K 1.5% 18
2025
Q3 		$4.38M Buy
71,845
+9,897
+16% +$577K 1.33% 18
2025
Q2 		$3.54M Buy
61,948
+9,313
+18% +$499K 1.19% 20
2025
Q1 		$2.76M Sell
52,635
-1,696
-3% -$85.8K 1.09% 20
2024
Q4 		$2.68M Buy
54,331
+1,002
+2% +$50.3K 1.07% 21
2024
Q3 		$2.62M Buy
53,329
+9,290
+21% +$472K 1.08% 21
2024
Q2 		$2.18M Buy
44,039
+1,263
+3% +$62.8K 0.97% 21
2024
Q1 		$2.15M Buy
42,776
+470
+1% +$22.7K 0.97% 23
2023
Q4 		$2.03M Buy
42,306
+766
+2% +$34.3K 0.97% 20
2023
Q3 		$1.82M Buy
41,540
+8,207
+25% +$376K 0.95% 20
2023
Q2 		$1.54M Buy
33,333
+3,965
+14% +$182K 0.8% 22
2023
Q1 		$1.33M Buy
29,368
+1,030
+4% +$45.9K 0.74% 23
2022
Q4 		$1.19M Sell
28,338
-24,937
-47% -$1.01M 0.72% 25
2022
Q3 		$1.94M Buy
+53,275
New +$2.17M 1.26% 15
2022
Q1 		$2.27M Sell
47,173
-1,904
-4% -$92.7K 1.24% 17
2021
Q4 		$2.51M Sell
49,077
-8,075
-14% -$415K 1.33% 16
2021
Q3 		$2.89M Buy
57,152
+6,981
+14% +$363K 1.68% 16
2021
Q2 		$2.58M Buy
50,171
+2,763
+6% +$143K 1.52% 16
2021
Q1 		$2.33M Sell
47,408
-240
-0.5% -$11.7K 1.59% 15
2020
Q4 		$2.27M Buy
+47,648
New +$2.1M 1.66% 16

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SWMG LLC's VEA Position: Q2 2026 in Review

SWMG LLC reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.9% in Q2 2026, selling an estimated $161K and leaving 77,165 shares worth $5.45M. The position accounts for 1.28% of the portfolio, ranked #20.

SWMG LLC first reported a position in VEA in Q4 2020 and has held it in 22 quarters since. 1,588 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • SWMG LLC held 77,165 shares of Vanguard FTSE Developed Markets ETF worth $5.45M as of Q2 2026.
  • SWMG LLC sold 2,311 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $161K.
  • Vanguard FTSE Developed Markets ETF made up 1.28% of SWMG LLC's portfolio in Q2 2026, its #20 holding.
  • SWMG LLC first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,588 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.