Vanguard Advisers Inc
XSVM icon

Vanguard Advisers Inc’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Vanguard Advisers Inc’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.1K Buy
261
+1
+0.4% +$66 ﹤0.01% 307
2026
Q1 		$15.6K Buy
+260
New +$15.8K ﹤0.01% 298

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Vanguard Advisers Inc's XSVM Position: Q2 2026 in Review

Vanguard Advisers Inc increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.38% in Q2 2026, buying an estimated $66 and bringing the position to 261 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Vanguard Advisers Inc first reported a position in XSVM in Q1 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Vanguard Advisers Inc held 261 shares of Invesco S&P SmallCap Value with Momentum ETF worth $18.1K as of Q2 2026.
  • Vanguard Advisers Inc bought 1 Invesco S&P SmallCap Value with Momentum ETF share in Q2 2026, an estimated $66.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Vanguard Advisers Inc's portfolio in Q2 2026, its #307 holding.
  • Vanguard Advisers Inc first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Vanguard Advisers Inc's 13F filing for Q2 2026, filed 13 Aug 2026.