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VWO icon

SWMG LLC’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

SWMG LLC’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63M Buy
27,649
+165
+0.6% +$9.7K 0.38% 29
2026
Q1 		$1.49M Sell
27,484
-1,678
-6% -$94K 0.42% 26
2025
Q4 		$1.67M Buy
29,162
+2,545
+10% +$138K 0.46% 27
2025
Q3 		$1.46M Buy
26,617
+6,245
+31% +$322K 0.44% 31
2025
Q2 		$1.03M Buy
20,372
+1,265
+7% +$58.7K 0.35% 41
2025
Q1 		$857K Sell
19,107
-6,204
-25% -$279K 0.34% 40
2024
Q4 		$1.12M Buy
25,311
+864
+4% +$40.2K 0.45% 35
2024
Q3 		$1.11M Buy
24,447
+519
+2% +$23.1K 0.46% 35
2024
Q2 		$1.05M Buy
23,928
+4,115
+21% +$177K 0.47% 40
2024
Q1 		$828K Buy
19,813
+3,520
+22% +$144K 0.37% 43
2023
Q4 		$670K Buy
16,293
+293
+2% +$11.6K 0.32% 50
2023
Q3 		$627K Buy
16,000
+5,747
+56% +$235K 0.33% 49
2023
Q2 		$417K Buy
10,253
+1,584
+18% +$63.9K 0.22% 53
2023
Q1 		$350K Buy
8,669
+1,082
+14% +$44.1K 0.2% 61
2022
Q4 		$296K Sell
7,587
-8,026
-51% -$306K 0.18% 65
2022
Q3 		$570K Buy
+15,613
New +$634K 0.37% 44
2022
Q1 		$873K Buy
18,925
+44
+0.2% +$2.12K 0.48% 35
2021
Q4 		$934K Sell
18,881
-2,538
-12% -$128K 0.5% 35
2021
Q3 		$1.07M Buy
21,419
+1,286
+6% +$66.5K 0.62% 30
2021
Q2 		$1.09M Sell
20,133
-736
-4% -$39.2K 0.64% 32
2021
Q1 		$1.09M Sell
20,869
-419
-2% -$22.3K 0.74% 28
2020
Q4 		$1.13M Buy
+21,288
New +$1M 0.83% 23

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SWMG LLC's VWO Position: Q2 2026 in Review

SWMG LLC increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.6% in Q2 2026, buying an estimated $9.7K and bringing the position to 27,649 shares worth $1.63M. The position accounts for 0.38% of the portfolio, ranked #29.

SWMG LLC first reported a position in VWO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.67M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • SWMG LLC held 27,649 shares of Vanguard FTSE Emerging Markets ETF worth $1.63M as of Q2 2026.
  • SWMG LLC bought 165 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $9.7K.
  • Vanguard FTSE Emerging Markets ETF made up 0.38% of SWMG LLC's portfolio in Q2 2026, its #29 holding.
  • SWMG LLC first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • SWMG LLC's Vanguard FTSE Emerging Markets ETF position peaked at $1.67M in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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