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Security National Trust’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Security National Trust’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
2021
Q3 		$57K Hold
1,493
– – 0.01% 251
2021
Q2 		$57K Buy
+1,493
New +$56.1K 0.01% 260

Other funds holding VSMV

Victory Capital Management
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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Security National Trust's VSMV Position: Q3 2021 in Review

Security National Trust held its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) position steady in Q3 2021 at 1,493 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #251.

Security National Trust first reported a position in VSMV in Q2 2021 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold VSMV as of Q3 2021.

  • Security National Trust held 1,493 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $57K as of Q3 2021.
  • Security National Trust left its VictoryShares US Multi-Factor Minimum Volatility ETF share count unchanged in Q3 2021.
  • VictoryShares US Multi-Factor Minimum Volatility ETF made up 0.01% of Security National Trust's portfolio in Q3 2021, its #251 holding.
  • Security National Trust first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q2 2021 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.