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 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 $156B AUM 27.51% 1-Year Est. Return

TWP

Tower Wealth Partners Lewisburg, Pennsylvania $181M AUM 17.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Great Valley Advisor Group's VSMV Position: Q1 2026 in Review

Great Valley Advisor Group increased its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 4.5% in Q1 2026, buying an estimated $2.23M and bringing the position to 903,610 shares worth $51.1M. The position accounts for 0.93% of the portfolio, ranked #21.

Great Valley Advisor Group first reported a position in VSMV in Q4 2023 and has held it in 10 quarters since. 29 funds tracked by Wall St. Rank hold VSMV as of Q1 2026.

Great Valley Advisor Group held 903,610 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $51.1M as of Q1 2026.
Great Valley Advisor Group bought 38,859 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q1 2026, an estimated $2.23M.
VictoryShares US Multi-Factor Minimum Volatility ETF made up 0.93% of Great Valley Advisor Group's portfolio in Q1 2026, its #21 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 10 quarters since.
29 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.