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SWMG LLC’s Vanguard Growth ETF VUG Stock Holding History

SWMG LLC’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,760
Closed -$620K – 131
2024
Q4 		$620K Sell
8,760
-5,334
-38% -$358K 0.25% 62
2024
Q3 		$960K Sell
14,094
-4,686
-25% -$290K 0.4% 39
2024
Q2 		$1.17M Sell
18,780
-54
-0.3% -$3.15K 0.52% 35
2024
Q1 		$1.08M Sell
18,834
-2,136
-10% -$117K 0.49% 37
2023
Q4 		$1.09M Buy
20,970
+1,386
+7% +$66.9K 0.52% 33
2023
Q3 		$889K Buy
19,584
+1,866
+11% +$88.1K 0.47% 41
2023
Q2 		$836K Buy
17,718
+10,956
+162% +$475K 0.44% 34
2023
Q1 		$281K Buy
+6,762
New +$263K 0.16% 74

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

SWMG LLC's VUG Position: Q1 2025 in Review

SWMG LLC sold out of Vanguard Growth ETF (VUG) in Q1 2025, closing a stake of 8,760 shares — an estimated $620K sold.

SWMG LLC first reported a position in VUG in Q1 2023 and held it in 8 quarters. The position peaked at $1.17M in Q2 2024. 2,444 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • SWMG LLC reported no remaining Vanguard Growth ETF position as of Q1 2025 after selling out during the quarter.
  • SWMG LLC sold 8,760 Vanguard Growth ETF shares in Q1 2025, an estimated $620K.
  • SWMG LLC first reported a position in Vanguard Growth ETF in Q1 2023 and held it in 8 quarters.
  • SWMG LLC's Vanguard Growth ETF position peaked at $1.17M in Q2 2024.
  • 2,444 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2025.

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