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Vima LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Vima LLC’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.2K Buy
+465
New +$34.3K 0.03% 177
2024
Q1 		– Sell
-437
Closed -$25K – 460
2023
Q4 		$25K Buy
+437
New +$22.2K 0.06% 171

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vima LLC's DGRO Position: Q2 2026 in Review

Vima LLC opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 465 shares worth $35.2K. The stake represents 0.03% of the portfolio and ranks #177 among its holdings. This is a return to the name: Vima LLC previously reported a position in DGRO as recently as Q4 2023.

Vima LLC first reported a position in DGRO in Q4 2023 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Vima LLC held 465 shares of iShares Core Dividend Growth ETF worth $35.2K as of Q2 2026.
  • iShares Core Dividend Growth ETF was a new Vima LLC position in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.03% of Vima LLC's portfolio in Q2 2026, its #177 holding.
  • Vima LLC first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.