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Legacy Solutions LLC’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Legacy Solutions LLC’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
2025
Q3 		– Sell
-6,230
Closed -$307K – 82
2025
Q2 		$307K Hold
6,230
– – 0.29% 56
2025
Q1 		$302K Hold
6,230
– – 0.33% 46
2024
Q4 		$299K Buy
+6,230
New +$306K 0.33% 49

Other funds holding VSMV

GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
TWP
Tower Wealth Partners Lewisburg, Pennsylvania $181M AUM 17.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legacy Solutions LLC's VSMV Position: Q3 2025 in Review

Legacy Solutions LLC sold out of VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) in Q3 2025, closing a stake of 6,230 shares — an estimated $307K sold.

Legacy Solutions LLC first reported a position in VSMV in Q4 2024 and held it in 3 quarters. The position peaked at $307K in Q2 2025. 27 funds tracked by Wall St. Rank hold VSMV as of Q3 2025.

  • Legacy Solutions LLC reported no remaining VictoryShares US Multi-Factor Minimum Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Solutions LLC sold 6,230 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q3 2025, an estimated $307K.
  • Legacy Solutions LLC first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q4 2024 and held it in 3 quarters.
  • Legacy Solutions LLC's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $307K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q3 2025.

Based on Legacy Solutions LLC's 13F filing for Q3 2025, filed 9 Oct 2025.