Vise Technologies’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Vise Technologies’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	$12.5M	Buy	113,671 +31,705	+39%	+$3.28M	0.14%	130
2026 Q1	$7.48M	Hold	81,966	–	–	0.15%	122
2025 Q4	$7.48M	Buy	81,966 +44,171	+117%	+$4M	0.15%	122
2025 Q3	$3.42M	Sell	37,795 -46,257	-55%	-$4.02M	0.13%	152
2025 Q2	$7.05M	Buy	+84,052	New	+$6.64M	0.29%	67

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vise Technologies's USVM Position: Q2 2026 in Review

Vise Technologies increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 39% in Q2 2026, buying an estimated $3.28M and bringing the position to 113,671 shares worth $12.5M. The position accounts for 0.14% of the portfolio, ranked #130.

Vise Technologies first reported a position in USVM in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

Vise Technologies held 113,671 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $12.5M as of Q2 2026.
Vise Technologies bought 31,705 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $3.28M.
VictoryShares US Small Mid Cap Value Momentum ETF made up 0.14% of Vise Technologies's portfolio in Q2 2026, its #130 holding.
Vise Technologies first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2025 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.