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 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 $5.5B AUM 20.56% 1-Year Est. Return

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

Rockefeller Capital Management's VSMV Position: Q1 2026 in Review

Rockefeller Capital Management reduced its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 3.7% in Q1 2026, selling an estimated $2.46K and leaving 1,111 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3147.

Rockefeller Capital Management first reported a position in VSMV in Q4 2025 and has held it in 2 quarters since. The position peaked at $63.8K in Q4 2025. 29 funds tracked by Wall St. Rank hold VSMV as of Q1 2026.

Rockefeller Capital Management held 1,111 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $62.8K as of Q1 2026.
Rockefeller Capital Management sold 43 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q1 2026, an estimated $2.46K.
VictoryShares US Multi-Factor Minimum Volatility ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3147 holding.
Rockefeller Capital Management first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q4 2025 and has held it in 2 quarters since.
Rockefeller Capital Management's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $63.8K in Q4 2025.
29 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.