None of the 29 investors followed here reported a position in LVHD in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a LVHD trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.5 | 6.0 | -4.6 | 2.3 | -2.6 | 3.7 | 2.0 | -2.0 | -5.9 | 2.9 | +6.8% | ||
| 2025 | 1.5 | 5.0 | 0.2 | -3.0 | 0.2 | 0.2 | 1.6 | 1.8 | 0.4 | -2.7 | 1.7 | -2.5 | +4.0% |
| 2024 | -2.8 | -0.3 | 4.5 | -2.7 | 1.0 | -1.1 | 7.5 | 3.7 | 2.0 | -1.9 | 3.3 | -7.0 | +5.5% |
| 2023 | 2.0 | -4.9 | 1.0 | 0.9 | -6.0 | 3.7 | 4.2 | -6.0 | -5.7 | -1.9 | 5.3 | 3.9 | −4.4% |
| 2022 | -1.9 | -2.3 | 3.4 | -2.2 | 2.1 | -4.9 | 3.9 | -3.6 | -9.5 | 8.4 | 5.3 | -2.5 | −5.0% |
| 2021 | -0.8 | 0.7 | 7.9 | 4.0 | 1.4 | -1.0 | 2.4 | 1.3 | -4.9 | 3.7 | -1.4 | 8.8 | +23.5% |
| 2020 | -0.7 | -9.9 | -15.4 | 9.4 | 2.0 | 0.1 | 3.0 | 1.3 | -1.4 | -0.7 | 9.4 | 0.8 | −4.8% |
| 2019 | 7.3 | 2.1 | 1.3 | 1.7 | -5.1 | 4.7 | 0.3 | 0.6 | 3.5 | 0.6 | -1.0 | 1.8 | +18.8% |
| 2018 | -0.0 | -5.0 | -1.3 | -1.0 | 1.1 | 1.0 | 2.1 | 1.9 | -1.6 | -1.4 | 3.9 | -8.6 | −9.0% |
| 2017 | 1.5 | 3.5 | -0.9 | 0.6 | 1.1 | -0.8 | 0.6 | 0.2 | 0.1 | 1.2 | 3.5 | -0.6 | +10.4% |
| 2016 | -0.8 | 2.4 | 7.2 | -0.3 | 1.0 | 4.0 | 1.7 | -1.6 | -1.5 | -1.3 | 1.4 | 2.3 | +14.9% |
| 2015 | — |
The index is composed of stocks of U.S. companies across a wide range of market capitalizations, including the largest 3,000 U.S. stocks as determined by the Solactive U.S. Broad Market Index. The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose the index.