VFG
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Valley Financial Group’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Valley Financial 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
Q2 		$225K Hold
3,771
– – 0.11% 55
2026
Q1 		$213K Sell
3,771
-197
-5% -$11.3K 0.12% 57
2025
Q4 		$219K Buy
3,968
+130
+3% +$7.06K 0.12% 55
2025
Q3 		$206K Buy
+3,838
New +$196K 0.12% 62

Other funds holding VSMV

GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Valley Financial Group's VSMV Position: Q2 2026 in Review

Valley Financial Group held its VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) position steady in Q2 2026 at 3,771 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #55.

Valley Financial Group first reported a position in VSMV in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold VSMV as of Q2 2026.

  • Valley Financial Group held 3,771 shares of VictoryShares US Multi-Factor Minimum Volatility ETF worth $225K as of Q2 2026.
  • Valley Financial Group left its VictoryShares US Multi-Factor Minimum Volatility ETF share count unchanged in Q2 2026.
  • VictoryShares US Multi-Factor Minimum Volatility ETF made up 0.11% of Valley Financial Group's portfolio in Q2 2026, its #55 holding.
  • Valley Financial Group first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q3 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.