VL
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Vima LLC’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Vima LLC’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
2026
Q2 		$40.9K Buy
+929
New +$39.9K 0.04% 170
2024
Q2 		– Sell
-929
Closed -$34.6K – 228
2024
Q1 		$34.6K Hold
929
– – 0.04% 139
2023
Q4 		$33.8K Buy
+929
New +$32.1K 0.08% 147

Other funds holding LVHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $120M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Vima LLC's LVHD Position: Q2 2026 in Review

Vima LLC opened a new position in Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2026: 929 shares worth $40.9K. The stake represents 0.04% of the portfolio and ranks #170 among its holdings. This is a return to the name: Vima LLC previously reported a position in LVHD as recently as Q1 2024.

Vima LLC first reported a position in LVHD in Q4 2023 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

  • Vima LLC held 929 shares of Franklin US Low Volatility High Dividend Index ETF worth $40.9K as of Q2 2026.
  • Franklin US Low Volatility High Dividend Index ETF was a new Vima LLC position in Q2 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.04% of Vima LLC's portfolio in Q2 2026, its #170 holding.
  • Vima LLC first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2023 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

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