Ownership history in SWMG, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π SWMG, LLC underperformed the S&P 500 by β1.3% annually on this VTI position. Timing score: 56% (10/18 decisions correct). Average cost basis: $203.86. Maximum drawdown during holding period: β24.8%.
β οΈ Trailed SPY by 1.3% ann. on this position.
18 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 18 add/trim decisions correct
Best entry: $181.39 (2020 Q4) Β· Worst: $335.27 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 8 trims. Bought during 3 of 4 down-price quarters. π More buys than sells across the holding period.
π SWMG, LLC has been actively increasing its VTI allocation β a bullish signal from insiders.
Currently 2.82% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size