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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
Q2 		$553K Sell
9,242
-1,436
-13% -$84.8K 0.01% 560
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 $6.33B AUM 25.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TWP
Tower Wealth Partners Lewisburg, Pennsylvania $203M AUM 21.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Dakota Wealth Management's VSMV Position: Q2 2026 in Review

Dakota Wealth Management reduced its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 13% in Q2 2026, selling an estimated $84.8K and leaving 9,242 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #560.

Dakota Wealth Management first reported a position in VSMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $604K in Q1 2026. 32 funds tracked by Wall St. Rank hold VSMV as of Q2 2026.

  • Dakota Wealth Management held 9,242 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $553K as of Q2 2026.
  • Dakota Wealth Management sold 1,436 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q2 2026, an estimated $84.8K.
  • VictoryShares US Multi-Factor Minimum Volatility ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #560 holding.
  • Dakota Wealth Management first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • Dakota Wealth Management's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $604K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.