Ownership history in SWMG, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which SWMG, LLC reported a position in VANGUARD INDEX FDS (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 29,820 | +670 | +2.3% | 2.82% | $10.2M | $335.27 |
| 2025 Q3 | ADDED | 29,150 | +1,610 | +5.8% | 2.92% | $9.6M | $327.24 |
| 2025 Q2 | ADDED | 27,540 | +4,517 | +19.6% | 2.90% | $8.6M | $302.23 |
| 2025 Q1 | ADDED | 23,023 | +845 | +3.8% | 2.47% | $6.2M | $272.48 |
| 2024 Q4 | REDUCED | 22,178 | -119 | -0.5% | 2.66% | $6.7M | $286.32 |
| 2024 Q3 | ADDED | 22,297 | +1,812 | +8.8% | 2.73% | $6.6M | $278.85 |
| 2024 Q2 | REDUCED | 20,485 | -166 | -0.8% | 2.44% | $5.5M | $262.63 |
| 2024 Q1 | ADDED | 20,651 | +109 | +0.5% | 2.42% | $5.4M | $254.25 |
| 2023 Q4 | ADDED | 20,542 | +180 | +0.9% | 2.29% | $4.4M | $231.25 |
| 2023 Q2 | REDUCED | 20,362 | -366 | -1.8% | 2.35% | $4.5M | $213.04 |
As of 2025 Q4 — sorted by position size