VT
HEGD icon

Vise Technologies’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Vise Technologies’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
2026
Q2 		$780K Buy
29,268
+19,415
+197% +$509K 0.01% 921
2026
Q1 		$248K Hold
9,853
– – ﹤0.01% 1258
2025
Q4 		$248K Sell
9,853
-1,703
-15% -$43K ﹤0.01% 1268
2025
Q3 		$288K Hold
11,556
– – 0.01% 908
2025
Q2 		$272K Buy
+11,556
New +$259K 0.01% 877

Other funds holding HEGD

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Vise Technologies's HEGD Position: Q2 2026 in Review

Vise Technologies increased its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 197% in Q2 2026, buying an estimated $509K and bringing the position to 29,268 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #921.

Vise Technologies first reported a position in HEGD in Q2 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Vise Technologies held 29,268 shares of Swan Hedged Equity US Large Cap ETF worth $780K as of Q2 2026.
  • Vise Technologies bought 19,415 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $509K.
  • Swan Hedged Equity US Large Cap ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #921 holding.
  • Vise Technologies first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.