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SWMG LLC’s Vanguard Financials ETF VFH Stock Holding History

SWMG LLC’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$456K Buy
+3,315
New +$423K 0.11% 68
2025
Q1 		– Sell
-1,754
Closed -$217K – 126
2024
Q4 		$217K Sell
1,754
-16
-0.9% -$1.89K 0.09% 113
2024
Q3 		$216K Buy
+1,770
New +$188K 0.09% 114
2024
Q1 		– Sell
-3,006
Closed -$277K – 107
2023
Q4 		$277K Sell
3,006
-700
-19% -$58.8K 0.13% 85
2023
Q3 		$298K Sell
3,706
-80
-2% -$6.69K 0.16% 79
2023
Q2 		$308K Sell
3,786
-23
-0.6% -$1.8K 0.16% 67
2023
Q1 		$297K Sell
3,809
-54
-1% -$4.57K 0.17% 71
2022
Q4 		$320K Sell
3,863
-3,475
-47% -$287K 0.19% 58
2022
Q3 		$546K Buy
+7,338
New +$597K 0.36% 46
2022
Q1 		$877K Sell
9,394
-341
-4% -$32.7K 0.48% 34
2021
Q4 		$940K Sell
9,735
-674
-6% -$65.7K 0.5% 33
2021
Q3 		$964K Sell
10,409
-3,337
-24% -$308K 0.56% 33
2021
Q2 		$1.24M Buy
13,746
+70
+0.5% +$6.33K 0.73% 29
2021
Q1 		$1.16M Sell
13,676
-402
-3% -$32K 0.79% 26
2020
Q4 		$1.02M Buy
+14,078
New +$929K 0.75% 27

Other funds holding VFH

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWMG LLC's VFH Position: Q2 2026 in Review

SWMG LLC opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 3,315 shares worth $456K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings. This is a return to the name: SWMG LLC previously reported a position in VFH as recently as Q4 2024.

SWMG LLC first reported a position in VFH in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.24M in Q2 2021. 118 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • SWMG LLC held 3,315 shares of Vanguard Financials ETF worth $456K as of Q2 2026.
  • Vanguard Financials ETF was a new SWMG LLC position in Q2 2026.
  • Vanguard Financials ETF made up 0.11% of SWMG LLC's portfolio in Q2 2026, its #68 holding.
  • SWMG LLC first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 15 quarters since.
  • SWMG LLC's Vanguard Financials ETF position peaked at $1.24M in Q2 2021.
  • 118 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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