VCM
HDV

Vision Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History

Vision Capital Management’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,955
Closed -$210K – 147
2025
Q2 		$210K Buy
+8,955
New +$206K 0.03% 136
2025
Q1 		– Sell
-9,240
Closed -$207K – 139
2024
Q4 		$207K Buy
9,240
+50
+0.5% +$1.18K 0.03% 130
2024
Q3 		$216K Buy
+9,190
New +$210K 0.03% 126

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Vision Capital Management's HDV Position: Q3 2025 in Review

Vision Capital Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2025, closing a stake of 8,955 shares — an estimated $210K sold.

Vision Capital Management first reported a position in HDV in Q3 2024 and held it in 3 quarters. The position peaked at $216K in Q3 2024. 784 funds tracked by Wall St. Rank hold HDV as of Q3 2025.

  • Vision Capital Management reported no remaining iShares Core High Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Vision Capital Management sold 8,955 iShares Core High Dividend ETF shares in Q3 2025, an estimated $210K.
  • Vision Capital Management first reported a position in iShares Core High Dividend ETF in Q3 2024 and held it in 3 quarters.
  • Vision Capital Management's iShares Core High Dividend ETF position peaked at $216K in Q3 2024.
  • 784 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2025.

Based on Vision Capital Management's 13F filing for Q3 2025, filed 23 Oct 2025.