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

OneDigital Investment 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	$364K	Sell	3,315 -467	-12%	-$48.3K	﹤0.01%	1195
2026 Q1	$358K	Buy	3,782 +467	+14%	+$45K	﹤0.01%	1098
2025 Q4	$303K	Hold	3,315	–	–	﹤0.01%	1202
2025 Q3	$300K	Hold	3,315	–	–	﹤0.01%	1183
2025 Q2	$278K	Sell	3,315 -95	-3%	-$7.51K	﹤0.01%	1206
2025 Q1	$269K	Sell	3,410 -214	-6%	-$17.8K	﹤0.01%	1173
2024 Q4	$305K	Buy	3,624 +214	+6%	+$18.6K	﹤0.01%	1122
2024 Q3	$290K	Hold	3,410	–	–	﹤0.01%	1172
2024 Q2	$265K	Hold	3,410	–	–	﹤0.01%	1164
2024 Q1	$274K	Hold	3,410	–	–	﹤0.01%	940
2023 Q4	$251K	Hold	3,410	–	–	﹤0.01%	973
2023 Q3	$224K	Hold	3,410	–	–	﹤0.01%	902
2023 Q2	$228K	Hold	3,410	–	–	0.01%	914
2023 Q1	$217K	Hold	3,410	–	–	0.01%	887
2022 Q4	$215K	Buy	+3,410	New	+$216K	0.01%	755
2022 Q3	–	Sell	-3,315	Closed	-$200K	–	802
2022 Q2	$200K	Hold	3,315	–	–	0.01%	660
2022 Q1	$233K	Hold	3,315	–	–	0.01%	665
2021 Q4	$244K	Hold	3,315	–	–	0.01%	659
2021 Q3	$233K	Hold	3,315	–	–	0.01%	643
2021 Q2	$240K	Hold	3,315	–	–	0.01%	623
2021 Q1	$226K	Buy	+3,315	New	+$220K	0.01%	583

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

OneDigital Investment Advisors's USVM Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 12% in Q2 2026, selling an estimated $48.3K and leaving 3,315 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

OneDigital Investment Advisors first reported a position in USVM in Q1 2021 and has held it in 21 quarters since. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

OneDigital Investment Advisors held 3,315 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $364K as of Q2 2026.
OneDigital Investment Advisors sold 467 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $48.3K.
VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1195 holding.
OneDigital Investment Advisors first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2021 and has held it in 21 quarters since.
63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.