VCM
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Versant Capital Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Versant Capital Management’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,200
Closed -$77.2K – 2856
2026
Q1 		$77.2K Hold
1,200
– – 0.01% 992
2025
Q4 		$82.1K Buy
+1,200
New +$82.1K 0.01% 839

Other funds holding USMC

SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Versant Capital Management's USMC Position: Q2 2026 in Review

Versant Capital Management sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026, closing a stake of 1,200 shares — an estimated $77.2K sold.

Versant Capital Management first reported a position in USMC in Q4 2025 and held it in 2 quarters. The position peaked at $82.1K in Q4 2025. 12 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Versant Capital Management reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Versant Capital Management sold 1,200 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $77.2K.
  • Versant Capital Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Versant Capital Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $82.1K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.