Vima LLC
DGRO icon

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
Q3 		$35.1K Hold
465
– – 0.04% 177
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Vima LLC's DGRO Position: Q3 2026 in Review

Vima LLC held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 465 shares worth $35.1K. The position accounts for 0.04% of the portfolio, ranked #177.

Vima LLC first reported a position in DGRO in Q4 2023 and has held it in 3 quarters since. The position peaked at $35.2K in Q2 2026. 673 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Vima LLC held 465 shares of iShares Core Dividend Growth ETF worth $35.1K as of Q3 2026.
  • Vima LLC left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
  • iShares Core Dividend Growth ETF made up 0.04% of Vima LLC's portfolio in Q3 2026, its #177 holding.
  • Vima LLC first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • Vima LLC's iShares Core Dividend Growth ETF position peaked at $35.2K in Q2 2026.
  • 673 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.