Citadel Advisors’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Citadel Advisors’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	$2.49M	Buy	+22,661	New	+$2.34M	﹤0.01%	6072
2026 Q1	–	Sell	-34,831	Closed	-$3.18M	–	14295
2025 Q4	$3.18M	Buy	+34,831	New	+$3.15M	﹤0.01%	5062
2025 Q3	–	Sell	-41,387	Closed	-$3.47M	–	14191
2025 Q2	$3.47M	Buy	41,387 +33,720	+440%	+$2.66M	﹤0.01%	4720
2025 Q1	$604K	Buy	+7,667	New	+$639K	﹤0.01%	8066
2024 Q3	–	Sell	-4,705	Closed	-$366K	–	15313
2024 Q2	$366K	Buy	+4,705	New	+$366K	﹤0.01%	8710
2022 Q3	–	Sell	-4,715	Closed	-$285K	–	13662
2022 Q2	$285K	Buy	4,715 +810	+21%	+$52.7K	﹤0.01%	9921
2022 Q1	$275K	Sell	3,905 -1,698	-30%	-$118K	﹤0.01%	10782
2021 Q4	$412K	Buy	5,603 +2,529	+82%	+$185K	﹤0.01%	10143
2021 Q3	$216K	Sell	3,074 -44,806	-94%	-$3.17M	﹤0.01%	11832
2021 Q2	$3.46M	Buy	47,880 +456	+1%	+$32K	﹤0.01%	5270
2021 Q1	$3.23M	Buy	47,424 +17,255	+57%	+$1.15M	﹤0.01%	5256
2020 Q4	$1.8M	Buy	+30,169	New	+$1.65M	﹤0.01%	5557
2020 Q3	–	Sell	-26,365	Closed	-$1.2M	–	10776
2020 Q2	$1.2M	Buy	+26,365	New	+$1.11M	﹤0.01%	5488
2019 Q3	–	Sell	-35,682	Closed	-$1.82M	–	9780
2019 Q2	$1.82M	Buy	35,682 +23,480	+192%	+$1.19M	﹤0.01%	4676
2019 Q1	$623K	Buy	+12,202	New	+$614K	﹤0.01%	6410
2018 Q4	–	Sell	-13,137	Closed	-$730K	–	9796
2018 Q3	$730K	Sell	13,137 -1,009	-7%	-$56.3K	﹤0.01%	6086
2018 Q2	$765K	Buy	+14,146	New	+$747K	﹤0.01%	5669

Other funds holding USVM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Citadel Advisors's USVM Position: Q2 2026 in Review

Citadel Advisors opened a new position in VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2026: 22,661 shares worth $2.49M. The stake represents ﹤0.01% of the portfolio and ranks #6072 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in USVM as recently as Q4 2025.

Citadel Advisors first reported a position in USVM in Q2 2018 and has held it in 17 quarters since. The position peaked at $3.47M in Q2 2025. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

Citadel Advisors held 22,661 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $2.49M as of Q2 2026.
VictoryShares US Small Mid Cap Value Momentum ETF was a new Citadel Advisors position in Q2 2026.
VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #6072 holding.
Citadel Advisors first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2018 and has held it in 17 quarters since.
Citadel Advisors's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $3.47M in Q2 2025.
63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.