None of the 29 investors followed here reported a position in USVM in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a USVM trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.1 | 2.9 | -4.1 | 8.8 | 1.1 | 5.4 | -0.4 | -1.1 | -4.6 | 0.4 | +13.5% | ||
| 2025 | 3.4 | -5.3 | -4.5 | -3.0 | 6.1 | 3.5 | -0.5 | 7.0 | 1.4 | -1.7 | 3.7 | -1.1 | +8.4% |
| 2024 | -1.9 | 6.1 | 5.0 | -5.8 | 5.0 | -2.2 | 8.9 | -0.6 | 1.2 | -1.9 | 10.0 | -8.3 | +14.5% |
| 2023 | 7.8 | -1.8 | -4.4 | -0.7 | -2.5 | 8.2 | 4.6 | -2.0 | -4.2 | -6.0 | 8.9 | 9.6 | +16.8% |
| 2022 | -8.2 | 1.9 | 2.0 | -7.4 | 1.6 | -8.8 | 10.4 | -3.9 | -9.8 | 11.5 | 4.1 | -6.0 | −14.4% |
| 2021 | 5.0 | 5.8 | 3.0 | 2.0 | 1.7 | 2.1 | -2.6 | 3.1 | -3.3 | 3.6 | -2.8 | 4.2 | +23.5% |
| 2020 | -1.9 | -9.1 | -24.3 | 14.6 | 5.8 | 2.8 | 5.1 | 4.6 | -2.7 | 0.6 | 14.1 | 6.6 | +10.0% |
| 2019 | 10.8 | 3.7 | -2.1 | 2.3 | -7.2 | 5.3 | 1.9 | -4.6 | 1.3 | 2.4 | 3.8 | 1.5 | +19.4% |
| 2018 | 2.1 | -4.7 | 2.1 | 0.6 | 6.2 | 0.5 | 1.8 | 3.5 | -2.5 | -7.5 | 0.0 | -11.6 | −10.5% |
| 2017 | 2.4 | -1.1 | +1.3% |
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in securities in the index. The index is designed to deliver exposure to equity securities of small- and mid-capitalization U.S. issuers within the Nasdaq US 1300 Small Mid Cap Index that have higher exposure to value and momentum factors while also maintaining moderate index turnover and lower realized volatility than traditional capitalization weighted indexes.
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