Global Retirement Partners’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Global Retirement Partners’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	$148K	Buy	+2,483	New	+$147K	﹤0.01%	1781
2025 Q4	$161K	Buy	2,917 +226	+8%	+$12.3K	﹤0.01%	1600
2025 Q3	$144K	Sell	2,691 -301	-10%	-$15.3K	﹤0.01%	1341
2025 Q2	$147K	Buy	+2,992	New	+$144K	﹤0.01%	1237

Other funds holding VSMV

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Global Retirement Partners's VSMV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) in Q2 2026: 2,483 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #1781 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VSMV as recently as Q4 2025.

Global Retirement Partners first reported a position in VSMV in Q2 2025 and has held it in 4 quarters since. The position peaked at $161K in Q4 2025. 32 funds tracked by Wall St. Rank hold VSMV as of Q2 2026.

Global Retirement Partners held 2,483 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $148K as of Q2 2026.
VictoryShares US Multi-Factor Minimum Volatility ETF was a new Global Retirement Partners position in Q2 2026.
VictoryShares US Multi-Factor Minimum Volatility ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1781 holding.
Global Retirement Partners first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q2 2025 and has held it in 4 quarters since.
Global Retirement Partners's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $161K in Q4 2025.
32 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.