Great Valley Advisor Group’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Great Valley Advisor Group’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	$56M	Buy	936,541 +32,931	+4%	+$1.95M	0.88%	25
2026 Q1	$51.1M	Buy	903,610 +38,859	+4%	+$2.23M	0.93%	21
2025 Q4	$47.8M	Buy	864,751 +274,980	+47%	+$14.9M	0.92%	23
2025 Q3	$31.6M	Buy	589,771 +153,223	+35%	+$7.81M	0.63%	35
2025 Q2	$21.5M	Buy	436,548 +103,979	+31%	+$4.99M	0.48%	55
2025 Q1	$16.1M	Sell	332,569 -4,731	-1%	-$230K	0.35%	73
2024 Q4	$16.2M	Buy	337,300 +15,351	+5%	+$753K	0.36%	68
2024 Q3	$15.6M	Sell	321,949 -24,204	-7%	-$1.14M	0.38%	70
2024 Q2	$15.7M	Buy	346,153 +53,373	+18%	+$2.37M	0.44%	59
2024 Q1	$13.2M	Buy	292,780 +115,342	+65%	+$5.03M	0.4%	67
2023 Q4	$7.47M	Buy	+177,438	New	+$7.19M	0.26%	99

Other funds holding VSMV

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

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

Great Valley Advisor Group's VSMV Position: Q2 2026 in Review

Great Valley Advisor Group increased its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 3.6% in Q2 2026, buying an estimated $1.95M and bringing the position to 936,541 shares worth $56M. The position accounts for 0.88% of the portfolio, ranked #25.

Great Valley Advisor Group first reported a position in VSMV in Q4 2023 and has held it in 11 quarters since. 32 funds tracked by Wall St. Rank hold VSMV as of Q2 2026.

Great Valley Advisor Group held 936,541 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $56M as of Q2 2026.
Great Valley Advisor Group bought 32,931 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q2 2026, an estimated $1.95M.
VictoryShares US Multi-Factor Minimum Volatility ETF made up 0.88% of Great Valley Advisor Group's portfolio in Q2 2026, its #25 holding.
Great Valley Advisor Group first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q4 2023 and has held it in 11 quarters since.
32 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.