Cerity Partners
USVM icon

Cerity Partners’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Cerity Partners’s Portfolio USVM Stock Details USVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150M Sell
1,363,934
-70,324
-5% -$7.27M 0.18% 114
2026
Q1 		$136M Buy
1,434,258
+26,295
+2% +$2.54M 0.19% 107
2025
Q4 		$129M Buy
1,407,963
+14,104
+1% +$1.28M 0.19% 106
2025
Q3 		$126M Buy
1,393,859
+29,245
+2% +$2.54M 0.2% 99
2025
Q2 		$115M Buy
1,364,614
+249,822
+22% +$19.7M 0.2% 103
2025
Q1 		$87.8M Buy
1,114,792
+31,281
+3% +$2.61M 0.18% 122
2024
Q4 		$91.2M Sell
1,083,511
-15,973
-1% -$1.39M 0.2% 103
2024
Q3 		$93.5M Buy
1,099,484
+18,491
+2% +$1.5M 0.21% 104
2024
Q2 		$84M Buy
1,080,993
+7,807
+0.7% +$607K 0.22% 98
2024
Q1 		$86.3M Sell
1,073,186
-47,956
-4% -$3.59M 0.23% 95
2023
Q4 		$82.5M Sell
1,121,142
-38,454
-3% -$2.56M 0.27% 84
2023
Q3 		$76M Sell
1,159,596
-180,682
-13% -$12.2M 0.37% 68
2023
Q2 		$89.5M Buy
+1,340,278
New +$85.4M 0.35% 60

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's USVM Position: Q2 2026 in Review

Cerity Partners reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 4.9% in Q2 2026, selling an estimated $7.27M and leaving 1,363,934 shares worth $150M. The position accounts for 0.18% of the portfolio, ranked #114.

Cerity Partners first reported a position in USVM in Q2 2023 and has held it in 13 quarters since. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Cerity Partners held 1,363,934 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $150M as of Q2 2026.
  • Cerity Partners sold 70,324 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $7.27M.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.18% of Cerity Partners's portfolio in Q2 2026, its #114 holding.
  • Cerity Partners first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2023 and has held it in 13 quarters since.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.