SWMG LLC
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
Q3 		$5.35M Buy
77,286
+121
+0.2% +$8.68K 1.17% 20
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 		$2.26M Buy
+47,648
New +$2.1M 1.66% 16

Other funds holding VEA

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWMG LLC's VEA Position: Q3 2026 in Review

SWMG LLC increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.16% in Q3 2026, buying an estimated $8.68K and bringing the position to 77,286 shares worth $5.35M. The position accounts for 1.17% of the portfolio, ranked #20.

SWMG LLC first reported a position in VEA in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.45M in Q2 2026. 1,481 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • SWMG LLC held 77,286 shares of Vanguard FTSE Developed Markets ETF worth $5.35M as of Q3 2026.
  • SWMG LLC bought 121 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $8.68K.
  • Vanguard FTSE Developed Markets ETF made up 1.17% of SWMG LLC's portfolio in Q3 2026, its #20 holding.
  • SWMG LLC first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • SWMG LLC's Vanguard FTSE Developed Markets ETF position peaked at $5.45M in Q2 2026.
  • 1,481 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.