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Vantage Financial Partners (Wisconsin)’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$12M Buy
477,957
+16,086
+3% +$406K 2.45% 11
2025
Q3 		$11.5M Buy
461,871
+25,695
+6% +$619K 2.42% 11
2025
Q2 		$10.3M Buy
436,176
+36,819
+9% +$826K 2.37% 9
2025
Q1 		$8.75M Buy
399,357
+16,029
+4% +$361K 2.17% 12
2024
Q4 		$8.59M Buy
+383,328
New +$8.67M 2.15% 12

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s HEGD Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 3.5% in Q4 2025, buying an estimated $406K and bringing the position to 477,957 shares worth $12M. The position accounts for 2.45% of the portfolio, ranked #11.

Vantage Financial Partners (Wisconsin) first reported a position in HEGD in Q4 2024 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold HEGD as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 477,957 shares of Swan Hedged Equity US Large Cap ETF worth $12M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 16,086 Swan Hedged Equity US Large Cap ETF shares in Q4 2025, an estimated $406K.
  • Swan Hedged Equity US Large Cap ETF made up 2.45% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #11 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.