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

UBS 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
2026 Q3	$27.3K	Sell	458 -716	-61%	-$43.3K	﹤0.01%	8209
2026 Q2	$70.2K	Buy	+1,174	New	+$69.3K	﹤0.01%	7379
2026 Q1	–	Sell	-4	Closed	-$221	–	11223
2025 Q4	$221	Buy	+4	New	+$217	﹤0.01%	10099
2025 Q3	–	Sell	-9,476	Closed	-$467K	–	10978
2025 Q2	$467K	Buy	+9,476	New	+$455K	﹤0.01%	6066
2025 Q1	–	Sell	-2,831	Closed	-$136K	–	10764
2024 Q4	$136K	Buy	2,831 +2,058	+266%	+$101K	﹤0.01%	6685
2024 Q3	$37.6K	Buy	773 +720	+1,358%	+$33.9K	﹤0.01%	7005
2024 Q2	$2.41K	Sell	53 -64	-55%	-$2.84K	﹤0.01%	8364
2024 Q1	$5.29K	Sell	117 -3,590	-97%	-$156K	﹤0.01%	7551
2023 Q4	$156K	Buy	3,707 +3,510	+1,782%	+$142K	﹤0.01%	5928
2023 Q3	$7.74K	Sell	197 -146	-43%	-$5.9K	﹤0.01%	7213
2023 Q2	$14K	Sell	343 -1,777	-84%	-$69.9K	﹤0.01%	7028
2023 Q1	$82K	Sell	2,120 -1,047	-33%	-$40K	﹤0.01%	6078
2022 Q4	$121K	Buy	3,167 +1,647	+108%	+$62.3K	﹤0.01%	5926
2022 Q3	$53K	Buy	1,520 +1,179	+346%	+$44.1K	﹤0.01%	6310
2022 Q2	$13K	Sell	341 -2,789	-89%	-$110K	﹤0.01%	7558
2022 Q1	$130K	Buy	3,130 +802	+34%	+$32.4K	﹤0.01%	5701
2021 Q4	$98K	Buy	2,328 +1,902	+446%	+$76.6K	﹤0.01%	6333
2021 Q3	$16K	Sell	426 -704	-62%	-$27.7K	﹤0.01%	7435
2021 Q2	$43K	Sell	1,130 -1,581	-58%	-$59.4K	﹤0.01%	6580
2021 Q1	$98K	Buy	2,711 +709	+35%	+$24.6K	﹤0.01%	5986
2020 Q4	$68K	Buy	+2,002	New	+$65.8K	﹤0.01%	5939
2020 Q2	–	Sell	-656	Closed	-$18K	–	8400
2020 Q1	$18K	Buy	+656	New	+$20.6K	﹤0.01%	6561
2019 Q2	–	Sell	-427	Closed	-$13K	–	8191
2019 Q1	$13K	Buy	+427	New	+$12.1K	﹤0.01%	6648
2018 Q4	–	Sell	-200	Closed	-$6K	–	8327
2018 Q3	$6K	Buy	200 +77	+63%	+$2.25K	﹤0.01%	7422
2018 Q2	$3K	Buy	+123	New	+$3.4K	﹤0.01%	7653

Other funds holding VSMV

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Tower Wealth Partners Lewisburg, Pennsylvania $228M AUM 14.55% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Dakota Wealth Management Palm Beach Gardens, Florida $5.38B AUM 27.63% 1-Year Est. Return

One Degree Advisors San Diego, California $466M AUM 13.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group's VSMV Position: Q3 2026 in Review

UBS Group reduced its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) stake by 61% in Q3 2026, selling an estimated $43.3K and leaving 458 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8209.

UBS Group first reported a position in VSMV in Q2 2018 and has held it in 25 quarters since. The position peaked at $467K in Q2 2025. 24 funds tracked by Wall St. Rank hold VSMV as of Q3 2026.

UBS Group held 458 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $27.3K as of Q3 2026.
UBS Group sold 716 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q3 2026, an estimated $43.3K.
VictoryShares US Multi-Factor Minimum Volatility ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8209 holding.
UBS Group first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q2 2018 and has held it in 25 quarters since.
UBS Group's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $467K in Q2 2025.
24 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.