Morgan Stanley
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Morgan Stanley’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Morgan Stanley’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
Q1 		$276K Buy
2,918
+189
+7% +$18.2K ﹤0.01% 5731
2025
Q4 		$249K Sell
2,729
-29
-1% -$2.63K ﹤0.01% 5837
2025
Q3 		$250K Sell
2,758
-3,993
-59% -$347K ﹤0.01% 5803
2025
Q2 		$567K Buy
6,751
+4,217
+166% +$333K ﹤0.01% 5409
2025
Q1 		$200K Buy
2,534
+994
+65% +$82.8K ﹤0.01% 5725
2024
Q4 		$130K Buy
1,540
+203
+15% +$17.7K ﹤0.01% 5956
2024
Q3 		$114K Sell
1,337
-267
-17% -$21.7K ﹤0.01% 5956
2024
Q2 		$125K Buy
1,604
+890
+125% +$69.2K ﹤0.01% 5881
2024
Q1 		$57.4K Sell
714
-716
-50% -$53.5K ﹤0.01% 6159
2023
Q4 		$105K Buy
1,430
+715
+100% +$47.5K ﹤0.01% 6145
2023
Q3 		$46.9K Hold
715
– – ﹤0.01% 6193
2023
Q2 		$47.7K Sell
715
-1,000
-58% -$63.7K ﹤0.01% 6229
2023
Q1 		$109K Buy
1,715
+994
+138% +$65.1K ﹤0.01% 5968
2022
Q4 		$45.4K Sell
721
-7
-1% -$444 ﹤0.01% 6336
2022
Q3 		$42K Hold
728
– – ﹤0.01% 6484
2022
Q2 		$44K Hold
728
– – ﹤0.01% 6673
2022
Q1 		$51K Sell
728
-10
-1% -$693 ﹤0.01% 6698
2021
Q4 		$54K Sell
738
-15
-2% -$1.09K ﹤0.01% 6775
2021
Q3 		$53K Buy
753
+653
+653% +$46.1K ﹤0.01% 6695
2021
Q2 		$7K Buy
+100
New +$7.02K ﹤0.01% 7327
2020
Q4 		– Sell
-526
Closed -$26K – 7117
2020
Q3 		$26K Buy
+526
New +$25.4K ﹤0.01% 5962

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 $156B AUM 27.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley's USVM Position: Q1 2026 in Review

Morgan Stanley increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 6.9% in Q1 2026, buying an estimated $18.2K and bringing the position to 2,918 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #5731.

Morgan Stanley first reported a position in USVM in Q3 2020 and has held it in 21 quarters since. The position peaked at $567K in Q2 2025. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Morgan Stanley held 2,918 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $276K as of Q1 2026.
  • Morgan Stanley bought 189 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $18.2K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5731 holding.
  • Morgan Stanley first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q3 2020 and has held it in 21 quarters since.
  • Morgan Stanley's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $567K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.