Vima LLC
LVHD icon

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
Q3 		$38.4K Hold
929
– – 0.04% 173
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

Heffernan Advisory
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealthcare Capital Partners
Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

Vima LLC's LVHD Position: Q3 2026 in Review

Vima LLC held its Franklin US Low Volatility High Dividend Index ETF (LVHD) position steady in Q3 2026 at 929 shares worth $38.4K. The position accounts for 0.04% of the portfolio, ranked #173.

Vima LLC first reported a position in LVHD in Q4 2023 and has held it in 4 quarters since. The position peaked at $40.9K in Q2 2026. 34 funds tracked by Wall St. Rank hold LVHD as of Q3 2026.

  • Vima LLC held 929 shares of Franklin US Low Volatility High Dividend Index ETF worth $38.4K as of Q3 2026.
  • Vima LLC left its Franklin US Low Volatility High Dividend Index ETF share count unchanged in Q3 2026.
  • Franklin US Low Volatility High Dividend Index ETF made up 0.04% of Vima LLC's portfolio in Q3 2026, its #173 holding.
  • Vima LLC first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's Franklin US Low Volatility High Dividend Index ETF position peaked at $40.9K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q3 2026.

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