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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 2,066 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.
2,066 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.