Rockefeller Capital Management’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Rockefeller Capital Management’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	$66.4K	Hold	1,111	–	–	﹤0.01%	3214
2026 Q1	$62.8K	Sell	1,111 -43	-4%	-$2.46K	﹤0.01%	3147
2025 Q4	$63.8K	Buy	+1,154	New	+$62.7K	﹤0.01%	2952

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

Rockefeller Capital Management's VSMV Position: Q2 2026 in Review

Rockefeller Capital Management held its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) position steady in Q2 2026 at 1,111 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

Rockefeller Capital Management first reported a position in VSMV in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold VSMV as of Q2 2026.

Rockefeller Capital Management held 1,111 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $66.4K as of Q2 2026.
Rockefeller Capital Management left its VictoryShares US Multi-Factor Minimum Volatility ETF share count unchanged in Q2 2026.
VictoryShares US Multi-Factor Minimum Volatility ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3214 holding.
Rockefeller Capital Management first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q4 2025 and has held it in 3 quarters since.
32 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.