Victoryshares US Min Vol ETFVSMVETF

13F holders, Q4 2024 (December 31)
29holders +1
2new positions
2sold out
$48.04avg. 13F price*

At the end of Q4 2024, 29 institutions reported holding Victoryshares US Min Vol ETF (VSMV) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Tower Wealth Partners, Inc. ($19.4M), Victory Capital Management Inc. ($18.4M) and Great Valley Advisor Group, Inc. ($16.2M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$496K
Exits2$415K

All 13F filers, Q3 2024 → Q4 2024: 73,231 shares bought and 289,143 shares sold, net −215,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

Tower Wealth Partners, Inc. 10.13% Reduce -0.3% 403,290 $19.4M
Victory Capital Management Inc. 0.02% Reduce -39.7% 383,956 $18.4M
Great Valley Advisor Group, Inc. 0.36% Add +4.8% 337,300 $16.2M
Morgan Stanley 0.00% Add +8.8% 274,157 $13.2M
Royal Bank of Canada 0.00% Reduce -1.1% 99,313 $4.8M
LPL Financial LLC 0.00% Reduce -1.2% 88,650 $4.3M
Trilogy Capital Inc. 0.12% Reduce -11.5% 48,441 $2.3M
Raymond James Financial Inc. 0.00% — 43,936 $2.1M
Bank of America Corp. 0.00% Reduce -2.9% 31,782 $1.5M
Sovereign Financial Group, Inc. 0.32% Reduce -3.9% 28,570 $1.4M
Susquehanna International Group, LLP 0.00% Add +204.6% 19,726 $947K
Two Sigma Investments, LP 0.00% Add +89.2% 19,300 $927K
One Degree Advisors Inc 0.32% Reduce -3.7% 16,203 $798K
Goldman Sachs Group Inc. 0.00% Reduce -48.8% 12,373 $594K
LexAurum Advisors, LLC 0.11% Reduce -5.9% 11,554 $555K
Independent Advisor Alliance 0.01% New 10,324 $496K
Osaic Holdings, Inc. 0.00% Reduce -5.3% 10,211 $490K
Private Advisor Group, LLC 0.00% Reduce -9.0% 8,728 $419K
Atria Wealth Solutions, Inc. 0.00% Add +0.3% 8,583 $412K
Envestnet Asset Management Inc. 0.00% Reduce -0.3% 7,357 $353K
Cetera Investment Advisers 0.00% Add +15.8% 6,667 $320K
Legacy Solutions, LLC 0.33% — 6,230 $299K
Truist Financial Corp. 0.00% Reduce -12.0% 5,589 $268K
Lindenwold Advisors, INC 0.14% Reduce -1.8% 5,448 $262K
UBS Group AG 0.00% Add +266.2% 2,831 $136K
Steward Partners Investment Advisory, LLC 0.00% No change 1,250 $60K
FMR LLC 0.00% No change 175 $8K
Nova Wealth Management, Inc. 0.00% — 71 $3K
Tower Research Capital LLC (TRC) 0.00% New 2 $96

"% 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.