JY
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Jeff Yass’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Jeff Yass’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 		– Sell
-29,881
Closed -$2.83M – 14601
2026
Q1 		$2.83M Sell
29,881
-9,212
-24% -$888K ﹤0.01% 5386
2025
Q4 		$3.57M Sell
39,093
-7,061
-15% -$640K ﹤0.01% 4582
2025
Q3 		$4.18M Buy
46,154
+35,142
+319% +$3.05M ﹤0.01% 4384
2025
Q2 		$924K Sell
11,012
-15,828
-59% -$1.25M ﹤0.01% 7635
2025
Q1 		$2.11M Sell
26,840
-4,987
-16% -$416K ﹤0.01% 5407
2024
Q4 		$2.68M Buy
31,827
+13,045
+69% +$1.14M ﹤0.01% 4689
2024
Q3 		$1.6M Buy
18,782
+689
+4% +$56K ﹤0.01% 5752
2024
Q2 		$1.41M Sell
18,093
-1,621
-8% -$126K ﹤0.01% 5814
2024
Q1 		$1.58M Sell
19,714
-12,870
-39% -$962K ﹤0.01% 5874
2023
Q4 		$2.4M Sell
32,584
-9,670
-23% -$643K ﹤0.01% 4991
2023
Q3 		$2.77M Buy
42,254
+12,341
+41% +$834K ﹤0.01% 4526
2023
Q2 		$2M Buy
29,913
+5,894
+25% +$375K ﹤0.01% 5169
2023
Q1 		$1.53M Sell
24,019
-3,050
-11% -$200K ﹤0.01% 5759
2022
Q4 		$1.71M Buy
27,069
+3,290
+14% +$209K ﹤0.01% 5022
2022
Q3 		$1.37M Buy
23,779
+17,356
+270% +$1.11M ﹤0.01% 5807
2022
Q2 		$388K Buy
+6,423
New +$418K ﹤0.01% 8871
2022
Q1 		– Sell
-4,458
Closed -$328K – 14035
2021
Q4 		$328K Sell
4,458
-10,528
-70% -$769K ﹤0.01% 10262
2021
Q3 		$1.05M Sell
14,986
-23,406
-61% -$1.65M ﹤0.01% 7421
2021
Q2 		$2.77M Sell
38,392
-1,961
-5% -$138K ﹤0.01% 5199
2021
Q1 		$2.75M Buy
40,353
+28,976
+255% +$1.93M ﹤0.01% 5161
2020
Q4 		$678K Sell
11,377
-26,396
-70% -$1.44M ﹤0.01% 7624
2020
Q3 		$1.84M Buy
37,773
+6,764
+22% +$327K ﹤0.01% 4776
2020
Q2 		$1.41M Sell
31,009
-5,790
-16% -$243K ﹤0.01% 5157
2020
Q1 		$1.34M Buy
36,799
+27,859
+312% +$1.36M ﹤0.01% 4715
2019
Q4 		$484K Buy
+8,940
New +$466K ﹤0.01% 7050
2019
Q3 		– Sell
-27,639
Closed -$1.41M – 10896
2019
Q2 		$1.41M Buy
27,639
+3,831
+16% +$195K ﹤0.01% 4908
2019
Q1 		$1.22M Buy
23,808
+4,791
+25% +$241K ﹤0.01% 4640
2018
Q4 		$863K Sell
19,017
-4,267
-18% -$215K ﹤0.01% 4965
2018
Q3 		$1.29M Buy
23,284
+19,239
+476% +$1.07M ﹤0.01% 4752
2018
Q2 		$219K Sell
4,045
-8,660
-68% -$457K ﹤0.01% 8455
2018
Q1 		$640K Buy
+12,705
New +$647K ﹤0.01% 6152

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Jeff Yass's USVM Position: Q2 2026 in Review

Jeff Yass sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q2 2026, closing a stake of 29,881 shares — an estimated $2.83M sold.

Jeff Yass first reported a position in USVM in Q1 2018 and held it in 31 quarters. The position peaked at $4.18M in Q3 2025. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Jeff Yass reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 29,881 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $2.83M.
  • Jeff Yass first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2018 and held it in 31 quarters.
  • Jeff Yass's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $4.18M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

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