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Dakota Wealth Management’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Dakota Wealth Management’s Portfolio VSMV Stock Details VSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$604K Buy
10,678
+333
+3% +$19.1K 0.01% 508
2025
Q4 		$572K Buy
+10,345
New +$562K 0.01% 524

Other funds holding VSMV

GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TWP
Tower Wealth Partners Lewisburg, Pennsylvania $181M AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dakota Wealth Management's VSMV Position: Q1 2026 in Review

Dakota Wealth Management increased its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 3.2% in Q1 2026, buying an estimated $19.1K and bringing the position to 10,678 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #508.

Dakota Wealth Management first reported a position in VSMV in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold VSMV as of Q1 2026.

  • Dakota Wealth Management held 10,678 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $604K as of Q1 2026.
  • Dakota Wealth Management bought 333 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q1 2026, an estimated $19.1K.
  • VictoryShares US Multi-Factor Minimum Volatility ETF made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #508 holding.
  • Dakota Wealth Management first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q4 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.