SageView Advisory Group’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

SageView Advisory 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
2025 Q4	–	Hold	0	–	–	–	2610
2023 Q1	–	Sell	-6,454	Closed	-$246K	–	493
2022 Q4	$246K	Buy	+6,454	New	+$244K	0.02%	363

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SageView Advisory Group's VSMV Position: Q4 2025 in Review

SageView Advisory Group held its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) position steady in Q4 2025 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

SageView Advisory Group first reported a position in VSMV in Q4 2022 and has held it in 1 quarter since. The position peaked at $246K in Q4 2022. 29 funds tracked by Wall St. Rank hold VSMV as of Q4 2025.

SageView Advisory Group held 0 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $1 as of Q4 2025.
SageView Advisory Group left its VictoryShares US Multi-Factor Minimum Volatility ETF share count unchanged in Q4 2025.
VictoryShares US Multi-Factor Minimum Volatility ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2610 holding.
SageView Advisory Group first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q4 2022 and has held it in 1 quarter since.
SageView Advisory Group's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $246K in Q4 2022.
29 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.