SWMG LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

SWMG LLC’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-508	Closed	-$323K	–	133
2025 Q4	$323K	Buy	+508	New	+$316K	0.09%	88
2025 Q1	–	Sell	-1,677	Closed	-$935K	–	128
2024 Q4	$935K	Sell	1,677 -493	-23%	-$267K	0.37%	39
2024 Q3	$1.19M	Sell	2,170 -72	-3%	-$36.6K	0.49%	33
2024 Q2	$1.12M	Buy	2,242 +20	+0.9%	+$9.62K	0.5%	36
2024 Q1	$1.07M	Sell	2,222 -258	-10%	-$118K	0.48%	38
2023 Q4	$1.08M	Sell	2,480 -72	-3%	-$29.5K	0.52%	34
2023 Q3	$1M	Buy	2,552 +540	+27%	+$221K	0.53%	37
2023 Q2	$819K	Buy	2,012 +618	+44%	+$238K	0.43%	36
2023 Q1	$524K	Buy	1,394 +16	+1%	+$5.87K	0.29%	43
2022 Q4	$484K	Buy	+1,378	New	+$487K	0.29%	42

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

SWMG LLC's VOO Position: Q1 2026 in Review

SWMG LLC sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 508 shares — an estimated $323K sold.

SWMG LLC first reported a position in VOO in Q4 2022 and held it in 10 quarters. The position peaked at $1.19M in Q3 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

SWMG LLC reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
SWMG LLC sold 508 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $323K.
SWMG LLC first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 10 quarters.
SWMG LLC's Vanguard S&P 500 ETF position peaked at $1.19M in Q3 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on SWMG LLC's 13F filing for Q1 2026, filed 24 Apr 2026.