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SWMG LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

SWMG LLC’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,108
Closed -$284K – 127
2024
Q4 		$284K Sell
4,108
-4
-0.1% -$272 0.11% 96
2024
Q3 		$284K Sell
4,112
-2,032
-33% -$128K 0.12% 98
2024
Q2 		$372K Sell
6,144
-48
-0.8% -$2.92K 0.17% 69
2024
Q1 		$387K Sell
6,192
-10,336
-63% -$611K 0.17% 67
2023
Q4 		$961K Sell
16,528
-700
-4% -$37.4K 0.46% 41
2023
Q3 		$897K Sell
17,228
-160
-0.9% -$8.78K 0.47% 40
2023
Q2 		$957K Sell
17,388
-472
-3% -$24.7K 0.5% 31
2023
Q1 		$942K Sell
17,860
-8
-0% -$426 0.53% 33
2022
Q4 		$910K Sell
17,868
-17,884
-50% -$911K 0.55% 29
2022
Q3 		$1.68M Buy
+35,752
New +$1.87M 1.1% 17
2022
Q1 		$2.16M Sell
36,300
-548
-1% -$32.1K 1.18% 18
2021
Q4 		$2.35M Buy
36,848
+3,812
+12% +$239K 1.25% 19
2021
Q3 		$1.96M Sell
33,036
-5,528
-14% -$334K 1.13% 20
2021
Q2 		$2.29M Sell
38,564
-432
-1% -$25K 1.35% 19
2021
Q1 		$2.16M Sell
38,996
-1,180
-3% -$64K 1.48% 17
2020
Q4 		$2.1M Buy
+40,176
New +$1.95M 1.54% 17

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWMG LLC's VO Position: Q1 2025 in Review

SWMG LLC sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 4,108 shares — an estimated $284K sold.

SWMG LLC first reported a position in VO in Q4 2020 and held it in 16 quarters. The position peaked at $2.35M in Q4 2021. 2,124 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • SWMG LLC reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • SWMG LLC sold 4,108 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $284K.
  • SWMG LLC first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 16 quarters.
  • SWMG LLC's Vanguard Mid-Cap ETF position peaked at $2.35M in Q4 2021.
  • 2,124 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on SWMG LLC's 13F filing for Q1 2025, filed 28 Apr 2025.