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John Overdeck’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

John Overdeck’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 		$4.99M Sell
45,400
-6,600
-13% -$682K ﹤0.01% 2149
2026
Q1 		$4.92M Buy
52,000
+16,100
+45% +$1.55M ﹤0.01% 1988
2025
Q4 		$3.28M Buy
+35,900
New +$3.25M ﹤0.01% 2077
2025
Q2 		– Sell
-75,500
Closed -$5.94M – 3551
2025
Q1 		$5.94M Buy
+75,500
New +$6.29M 0.01% 1028

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

John Overdeck's USVM Position: Q2 2026 in Review

John Overdeck reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 13% in Q2 2026, selling an estimated $682K and leaving 45,400 shares worth $4.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

John Overdeck first reported a position in USVM in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.94M in Q1 2025. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • John Overdeck held 45,400 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $4.99M as of Q2 2026.
  • John Overdeck sold 6,600 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $682K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2149 holding.
  • John Overdeck first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2025 and has held it in 4 quarters since.
  • John Overdeck's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $5.94M in Q1 2025.
  • 63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.