Victoryshares US Min Vol ETFVSMVETF

13F holders, Q1 2024 (March 31)
25holders
$45.24avg. 13F price*

At the end of Q1 2024, 25 institutions reported holding Victoryshares US Min Vol ETF (VSMV) in their 13F filings. The largest holders were Victory Capital Management Inc. ($46.9M), Tower Wealth Partners, Inc. ($17.9M) and Great Valley Advisor Group, Inc. ($13.2M).

Company
Victoryshares US Min Vol ETF
CUSIP
92647N691
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 25Q1 2024Q2 2024: 26Q2 2024Q3 2024: 28Q3 2024Q4 2024: 29Q4 2024Q1 2025: 27Q1 2025Q2 2025: 27Q2 2025Q3 2025: 27Q3 2025Q4 2025: 29Q4 2025Q1 2026: 29Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$260K
Exits3$11.4M

Ownership 25 holders

Victory Capital Management Inc. 0.05% Reduce -13.2% 1,036,367 $46.9M
Tower Wealth Partners, Inc. 11.65% Add +1.2% 396,486 $17.9M
Great Valley Advisor Group, Inc. 0.40% Add +65.0% 292,780 $13.2M
Morgan Stanley 0.00% Reduce -8.4% 224,961 $10.2M
Royal Bank of Canada 0.00% Reduce -6.0% 98,141 $4.4M
LPL Financial LLC 0.00% Add +2.4% 70,282 $3.2M
Trilogy Capital Inc. 0.15% Reduce -20.8% 59,426 $2.7M
Bank of America Corp. 0.00% Add +41.8% 36,733 $1.7M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -8.0% 30,146 $1.4M
Susquehanna International Group, LLP 0.00% Add +305.1% 29,909 $1.4M
Sovereign Financial Group, Inc. 0.26% Add +71.5% 21,820 $987K
Osaic Holdings, Inc. 0.00% Reduce -12.2% 18,650 $844K
One Degree Advisors Inc 0.40% Add +0.1% 17,657 $799K
LexAurum Advisors, LLC 0.17% Add +0.0% 14,434 $653K
Raymond James & Associates 0.00% Reduce -15.3% 13,106 $593K
Goldman Sachs Group Inc. 0.00% Reduce -59.5% 12,053 $545K
Private Advisor Group, LLC 0.00% Reduce -2.5% 9,602 $434K
Atria Wealth Solutions, Inc. 0.00% Add +0.3% 8,716 $394K
Envestnet Asset Management Inc. 0.00% No change 7,376 $334K
Truist Financial Corp. 0.00% Reduce -1.5% 6,349 $287K
Cetera Investment Advisers 0.00% New 5,755 $260K
Lindenwold Advisors, INC 0.13% Reduce -10.3% 5,188 $235K
Clear Point Advisors Inc. 0.09% Add +0.3% 2,359 $107K
Steward Partners Investment Advisory, LLC 0.00% No change 1,250 $57K
UBS Group AG 0.00% Reduce -96.8% 117 $5K

"% of holder's portfolio" is VSMV's weight in each manager's 13F, not the share of Victoryshares US Min Vol ETF the manager owns.