Laird Norton Wetherby Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio LVHD Stock Details LVHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$637K	Sell	15,408 -300	-2%	-$12.2K	0.03%	490
2025 Q2	$626K	Buy	+15,708	New	+$621K	0.03%	497
2024 Q4	$603K	Hold	15,708	–	–	0.03%	472
2024 Q3	$640K	Hold	15,708	–	–	0.03%	482
2024 Q2	$563K	Hold	15,708	–	–	0.03%	507
2024 Q1	$579K	Hold	15,708	–	–	0.03%	517
2023 Q4	$571K	Hold	15,708	–	–	0.03%	508
2023 Q3	$532K	Hold	15,708	–	–	0.03%	499
2023 Q2	$576K	Hold	15,708	–	–	0.03%	480
2023 Q1	$586K	Hold	15,708	–	–	0.03%	482
2022 Q4	$598K	Hold	15,708	–	–	0.04%	466
2022 Q3	$537K	Hold	15,708	–	–	0.04%	468
2022 Q2	$592K	Hold	15,708	–	–	0.04%	446
2022 Q1	$623K	Hold	15,708	–	–	0.04%	441
2021 Q4	$629K	Hold	15,708	–	–	0.04%	441
2021 Q3	$565K	Hold	15,708	–	–	0.03%	472
2021 Q2	$573K	Hold	15,708	–	–	0.04%	462
2021 Q1	$549K	Hold	15,708	–	–	0.04%	407
2020 Q4	$509K	Hold	15,708	–	–	0.03%	454
2020 Q3	$465K	Hold	15,708	–	–	0.04%	398
2020 Q2	$452K	Hold	15,708	–	–	0.04%	382
2020 Q1	$405K	Hold	15,708	–	–	0.05%	374
2019 Q4	$535K	Hold	15,708	–	–	0.05%	387
2019 Q3	$528K	Hold	15,708	–	–	0.06%	376
2019 Q2	$505K	Buy	+15,708	New	+$499K	0.06%	391

Other funds holding LVHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's LVHD Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 1.9% in Q3 2025, selling an estimated $12.2K and leaving 15,408 shares worth $637K. The position accounts for 0.03% of the portfolio, ranked #490.

Laird Norton Wetherby Wealth Management first reported a position in LVHD in Q2 2019 and has held it in 25 quarters since. The position peaked at $640K in Q3 2024. 103 funds tracked by Wall St. Rank hold LVHD as of Q3 2025.

Laird Norton Wetherby Wealth Management held 15,408 shares of Franklin US Low Volatility High Dividend Index ETF worth $637K as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 300 Franklin US Low Volatility High Dividend Index ETF shares in Q3 2025, an estimated $12.2K.
Franklin US Low Volatility High Dividend Index ETF made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #490 holding.
Laird Norton Wetherby Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q2 2019 and has held it in 25 quarters since.
Laird Norton Wetherby Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $640K in Q3 2024.
103 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.