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SWMG LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History

SWMG LLC’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$268K Hold
1,675
– – 0.06% 90
2026
Q1 		$248K Sell
1,675
-22
-1% -$3.31K 0.07% 104
2025
Q4 		$264K Hold
1,697
– – 0.07% 100
2025
Q3 		$239K Hold
1,697
– – 0.07% 100
2025
Q2 		$231K Hold
1,697
– – 0.08% 114
2025
Q1 		$209K Sell
1,697
-73
-4% -$9.56K 0.08% 109
2024
Q4 		$234K Hold
1,770
– – 0.09% 106
2024
Q3 		$233K Hold
1,770
– – 0.1% 105
2024
Q2 		$210K Sell
1,770
-16
-0.9% -$1.9K 0.09% 94
2024
Q1 		$216K Buy
+1,786
New +$205K 0.1% 93
2023
Q3 		– Sell
-2,607
Closed -$277K – 104
2023
Q2 		$277K Hold
2,607
– – 0.14% 75
2023
Q1 		$275K Hold
2,607
– – 0.15% 75
2022
Q4 		$282K Hold
2,607
– – 0.17% 66
2022
Q3 		$247K Buy
+2,607
New +$271K 0.16% 64
2022
Q1 		$293K Sell
2,607
-62
-2% -$6.92K 0.16% 57
2021
Q4 		$299K Hold
2,669
– – 0.16% 63
2021
Q3 		$276K Hold
2,669
– – 0.16% 59
2021
Q2 		$280K Sell
2,669
-32
-1% -$3.36K 0.16% 55
2021
Q1 		$273K Sell
2,701
-23
-0.8% -$2.22K 0.19% 49
2020
Q4 		$250K Buy
+2,724
New +$237K 0.18% 51

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SWMG LLC's VYM Position: Q2 2026 in Review

SWMG LLC held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 1,675 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #90.

SWMG LLC first reported a position in VYM in Q4 2020 and has held it in 20 quarters since. The position peaked at $299K in Q4 2021. 520 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • SWMG LLC held 1,675 shares of Vanguard High Dividend Yield ETF worth $268K as of Q2 2026.
  • SWMG LLC left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.06% of SWMG LLC's portfolio in Q2 2026, its #90 holding.
  • SWMG LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 20 quarters since.
  • SWMG LLC's Vanguard High Dividend Yield ETF position peaked at $299K in Q4 2021.
  • 520 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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