VSMV VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF

Ownership history in Tower Wealth Partners, Inc.  ·  20 quarters on record

AI Ownership Summary

Tower Wealth Partners, Inc. reported VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF (VSMV) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.69% in 2025 Q4. The latest visible filing shows VSMV at 12.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VSMV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tower Wealth Partners, Inc.'s position in VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VSMV was reported at 12.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.69% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tower Wealth Partners, Inc. held VSMV — position size vs. price
% of Fund (quarterly)    VSMV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 417,579 +1,703 +0.4% 12.69% $23.1M 2026-02-14 (Est.) $58.08
2025 Q3 ADDED 415,876 +2,849 +0.7% 12.26% $22.3M 2025-11-07 $53.11
2025 Q2 ADDED 413,027 +8,602 +2.1% 12.03% $20.4M 2025-07-28 $49.64
2025 Q1 ADDED 404,425 +1,135 +0.3% 10.47% $19.6M 2025-04-11 $45.85
2024 Q4 REDUCED 403,290 -1,355 -0.3% 10.13% $19.4M 2025-02-07 $48.02
2024 Q3 REDUCED 404,645 -814 -0.2% 11.43% $19.7M 2024-10-29 $47.52
2024 Q2 ADDED 405,459 +8,973 +2.3% 11.38% $18.4M 2024-08-09 $45.13
2024 Q1 ADDED 396,486 +4,677 +1.2% 11.65% $17.9M 2024-04-18 $41.71
2023 Q4 REDUCED 391,809 -2,061 -0.5% 11.65% $16.5M 2024-01-22 $41.45
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Tower Wealth Partners, Inc. and VSMV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tower Wealth Partners, Inc. reported owning VSMV?

Tower Wealth Partners, Inc. reported VSMV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VSMV position in Tower Wealth Partners, Inc.'s portfolio?

The largest reported portfolio weight for VSMV was 12.69% in 2025 Q4.

What is the latest reported VSMV position on this page?

The most recent filing on this page is 2025 Q4, when Tower Wealth Partners, Inc. reported 417,579 shares, equal to 12.69% of portfolio, with an estimated market value of $23.1M.

What does the chart on this VSMV ownership page compare?

The chart compares Tower Wealth Partners, Inc.'s quarterly VSMV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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