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 Q3	$272K	Hold	1,675	–	–	0.06%	103
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%	-$9.6K	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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

SWMG LLC's VYM Position: Q3 2026 in Review

SWMG LLC held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 1,675 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #103.

SWMG LLC first reported a position in VYM in Q4 2020 and has held it in 21 quarters since. The position peaked at $299K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

SWMG LLC held 1,675 shares of Vanguard High Dividend Yield ETF worth $272K as of Q3 2026.
SWMG LLC left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.06% of SWMG LLC's portfolio in Q3 2026, its #103 holding.
SWMG LLC first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 21 quarters since.
SWMG LLC's Vanguard High Dividend Yield ETF position peaked at $299K in Q4 2021.
1,018 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.