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 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 $156B AUM 27.51% 1-Year Est. Return

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

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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OneDigital Investment Advisors's USVM Position: Q1 2026 in Review

OneDigital Investment Advisors increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 14% in Q1 2026, buying an estimated $45K and bringing the position to 3,782 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

OneDigital Investment Advisors first reported a position in USVM in Q1 2021 and has held it in 20 quarters since. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

OneDigital Investment Advisors held 3,782 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $358K as of Q1 2026.
OneDigital Investment Advisors bought 467 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $45K.
VictoryShares US Small Mid Cap Value Momentum ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1098 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 20 quarters since.
58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.