LPL Financial
VSMV icon

LPL Financial’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

LPL Financial’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
Q3 		$4.14M Buy
69,493
+3,187
+5% +$193K ﹤0.01% 3021
2026
Q2 		$3.97M Sell
66,306
-155
-0.2% -$9.16K ﹤0.01% 3016
2026
Q1 		$3.76M Sell
66,461
-2,939
-4% -$168K ﹤0.01% 2891
2025
Q4 		$3.84M Sell
69,400
-11,462
-14% -$622K ﹤0.01% 2785
2025
Q3 		$4.34M Buy
80,862
+106
+0.1% +$5.4K ﹤0.01% 2603
2025
Q2 		$3.98M Sell
80,756
-8,947
-10% -$430K ﹤0.01% 2500
2025
Q1 		$4.34M Buy
89,703
+1,053
+1% +$51.3K ﹤0.01% 2263
2024
Q4 		$4.26M Sell
88,650
-1,086
-1% -$53.3K ﹤0.01% 2211
2024
Q3 		$4.36M Buy
89,736
+16,140
+22% +$760K ﹤0.01% 2104
2024
Q2 		$3.34M Buy
73,596
+3,314
+5% +$147K ﹤0.01% 2171
2024
Q1 		$3.18M Buy
70,282
+1,650
+2% +$71.9K ﹤0.01% 2140
2023
Q4 		$2.89M Buy
68,632
+2,663
+4% +$108K ﹤0.01% 2108
2023
Q3 		$2.59M Sell
65,969
-2,691
-4% -$109K ﹤0.01% 2093
2023
Q2 		$2.79M Buy
68,660
+131
+0.2% +$5.16K ﹤0.01% 1976
2023
Q1 		$2.65M Buy
68,529
+811
+1% +$31K ﹤0.01% 1924
2022
Q4 		$2.58M Sell
67,718
-2,444
-3% -$92.5K ﹤0.01% 1891
2022
Q3 		$2.42M Sell
70,162
-110,115
-61% -$4.12M ﹤0.01% 1833
2022
Q2 		$6.61M Sell
180,277
-4,680
-3% -$185K 0.01% 1215
2022
Q1 		$7.7M Sell
184,957
-17,703
-9% -$714K 0.01% 1152
2021
Q4 		$8.53M Buy
202,660
+10,547
+5% +$425K 0.01% 1121
2021
Q3 		$7.34M Buy
192,113
+862
+0.5% +$33.9K 0.01% 1139
2021
Q2 		$7.3M Buy
191,251
+8,201
+4% +$308K 0.01% 1090
2021
Q1 		$6.59M Buy
183,050
+8,664
+5% +$300K 0.01% 1058
2020
Q4 		$5.93M Buy
174,386
+5,746
+3% +$189K 0.01% 1021
2020
Q3 		$5.42M Buy
168,640
+130,363
+341% +$4.18M 0.01% 913
2020
Q2 		$1.18M Buy
38,277
+4,350
+13% +$129K ﹤0.01% 1704
2020
Q1 		$910K Sell
33,927
-1,127
-3% -$35.4K ﹤0.01% 1675
2019
Q4 		$1.16M Buy
35,054
+2,837
+9% +$91.8K ﹤0.01% 1721
2019
Q3 		$1.03M Buy
32,217
+1,806
+6% +$56.7K ﹤0.01% 1713
2019
Q2 		$941K Buy
30,411
+15,906
+110% +$479K ﹤0.01% 1766
2019
Q1 		$426K Buy
+14,505
New +$412K ﹤0.01% 2355

Other funds holding VSMV

Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Tower Wealth Partners
Tower Wealth Partners Lewisburg, Pennsylvania $228M AUM 14.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Dakota Wealth Management
Dakota Wealth Management Palm Beach Gardens, Florida $5.38B AUM 27.63% 1-Year Est. Return
One Degree Advisors
One Degree Advisors San Diego, California $466M AUM 13.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

LPL Financial's VSMV Position: Q3 2026 in Review

LPL Financial increased its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 4.8% in Q3 2026, buying an estimated $193K and bringing the position to 69,493 shares worth $4.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3021.

LPL Financial first reported a position in VSMV in Q1 2019 and has held it in 31 quarters since. The position peaked at $8.53M in Q4 2021. 24 funds tracked by Wall St. Rank hold VSMV as of Q3 2026.

  • LPL Financial held 69,493 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $4.14M as of Q3 2026.
  • LPL Financial bought 3,187 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q3 2026, an estimated $193K.
  • VictoryShares US Multi-Factor Minimum Volatility ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3021 holding.
  • LPL Financial first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q1 2019 and has held it in 31 quarters since.
  • LPL Financial's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $8.53M in Q4 2021.
  • 24 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.