Victory Capital Management
USVM icon

Victory Capital Management’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Victory Capital Management’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 		$141M Buy
1,485,719
+65,000
+5% +$6.27M 0.09% 236
2025
Q4 		$130M Buy
1,420,719
+72,303
+5% +$6.55M 0.07% 252
2025
Q3 		$122M Buy
1,348,416
+127,000
+10% +$11M 0.07% 245
2025
Q2 		$102M Buy
1,221,416
+27,000
+2% +$2.13M 0.07% 290
2025
Q1 		$94M Buy
1,194,416
+16,942
+1% +$1.41M 0.1% 245
2024
Q4 		$99.2M Buy
1,177,474
+28,036
+2% +$2.44M 0.1% 240
2024
Q3 		$97.8M Hold
1,149,438
– – 0.09% 255
2024
Q2 		$89.3M Hold
1,149,438
– – 0.09% 269
2024
Q1 		$92.4M Sell
1,149,438
-251,200
-18% -$18.8M 0.09% 278
2023
Q4 		$103M Hold
1,400,638
– – 0.11% 231
2023
Q3 		$91.8M Buy
1,400,638
+78,501
+6% +$5.3M 0.11% 240
2023
Q2 		$88.2M Buy
1,322,137
+31,610
+2% +$2.01M 0.1% 262
2023
Q1 		$82.2M Sell
1,290,527
-34,470
-3% -$2.26M 0.09% 287
2022
Q4 		$83.5M Hold
1,324,997
– – 0.1% 273
2022
Q3 		$76.5M Hold
1,324,997
– – 0.09% 294
2022
Q2 		$80M Buy
1,324,997
+114,803
+9% +$7.47M 0.09% 285
2022
Q1 		$78.8M Buy
1,210,194
+9,871
+0.8% +$684K 0.08% 331
2021
Q4 		$88.4M Sell
1,200,323
-89,194
-7% -$6.51M 0.08% 330
2021
Q3 		$90.5M Buy
1,289,517
+40,576
+3% +$2.87M 0.09% 309
2021
Q2 		$90.2M Sell
1,248,941
-462,818
-27% -$32.5M 0.09% 327
2021
Q1 		$117M Sell
1,711,759
-14,084
-0.8% -$937K 0.12% 211
2020
Q4 		$103M Sell
1,725,843
-81,918
-5% -$4.48M 0.11% 244
2020
Q3 		$88.1M Sell
1,807,761
-115,358
-6% -$5.58M 0.11% 237
2020
Q2 		$87.6M Sell
1,923,119
-2,181,251
-53% -$91.6M 0.12% 237
2020
Q1 		$150M Buy
4,104,370
+2,468,352
+151% +$121M 0.13% 220
2019
Q4 		$88.6M Buy
1,636,018
+255,759
+19% +$13.3M 0.11% 267
2019
Q3 		$69.3M Buy
1,380,259
+863,238
+167% +$43.6M 0.09% 328
2019
Q2 		$26.4M Buy
+517,021
New +$26.3M 0.05% 517

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Victory Capital Management's USVM Position: Q1 2026 in Review

Victory Capital Management increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 4.6% in Q1 2026, buying an estimated $6.27M and bringing the position to 1,485,719 shares worth $141M. The position accounts for 0.09% of the portfolio, ranked #236.

Victory Capital Management first reported a position in USVM in Q2 2019 and has held it in 28 quarters since. The position peaked at $150M in Q1 2020. 58 funds tracked by Wall St. Rank hold USVM as of Q1 2026.

  • Victory Capital Management held 1,485,719 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $141M as of Q1 2026.
  • Victory Capital Management bought 65,000 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2026, an estimated $6.27M.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.09% of Victory Capital Management's portfolio in Q1 2026, its #236 holding.
  • Victory Capital Management first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2019 and has held it in 28 quarters since.
  • Victory Capital Management's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $150M in Q1 2020.
  • 58 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2026.

Based on Victory Capital Management's 13F filing for Q1 2026, filed 15 May 2026.