Fund index
USMV
6 articles on this site analyse USMV — 1 of them head-on.
Measured concentration
as of 2026-04-30USMV reports 174 positions, but the weights make it behave like about 109.3 equally weighted ones. Computed by this site from the fund's SEC Form N-PORT filing — see what this measure does not tell you and the full table.
The same filing says what kind of price those positions carry: 100% of USMV is held at a quoted market price, across 6 issuer countries . Comparisons across every fund are in the valuation table, and what a low share does and does not mean is worth reading before drawing a conclusion from it.
Every filing since 2019
27Between 2019-10-31 and 2026-04-30, USMV went from behaving like 124.6 equally weighted positions to 109.3 — 12% fewer, while its top ten went from 14.84% to 15.63% of net assets. Read across the funds on the concentration-over-time table.
| Period | Holdings | Effective | Top 10 | Largest |
|---|---|---|---|---|
| 2026-04-30 | 174 | 109.3 | 15.63% | 1.8% |
| 2026-01-31 | 173 | 106.5 | 15.75% | 1.8% |
| 2025-10-31 | 173 | 106.5 | 16.01% | 1.76% |
| 2025-07-31 | 179 | 109 | 15.77% | 1.79% |
| 2025-04-30 | 184 | 108.1 | 16.11% | 1.76% |
| 2025-01-31 | 186 | 112.2 | 15.36% | 1.74% |
| 2024-10-31 | 172 | 105 | 16.11% | 1.89% |
| 2024-07-31 | 173 | 106.8 | 15.3% | 1.6% |
| 2024-04-30 | 167 | 102.4 | 17.02% | 2.19% |
| 2024-01-31 | 168 | 103.5 | 16.15% | 2% |
| 2023-10-31 | 170 | 101.2 | 16.6% | 1.95% |
| 2023-07-31 | 175 | 106.4 | 15.5% | 1.65% |
| 2023-04-30 | 168 | 105.2 | 15.28% | 1.64% |
| 2023-01-31 | 169 | 107.2 | 15.03% | 1.6% |
| 2022-10-31 | 175 | 106 | 16.1% | 1.81% |
| 2022-07-31 | 177 | 111.2 | 14.99% | 1.61% |
| 2022-04-30 | 175 | 105.5 | 16.24% | 1.9% |
| 2022-01-31 | 174 | 109.9 | 14.87% | 1.63% |
| 2021-10-31 | 187 | 111.1 | 15.7% | 1.88% |
| 2021-07-31 | 187 | 111.6 | 15.3% | 1.68% |
| 2021-04-30 | 189 | 114.3 | 14.99% | 1.63% |
| 2021-01-31 | 189 | 112.9 | 15.53% | 1.67% |
| 2020-10-31 | 196 | 116.1 | 15.34% | 1.82% |
| 2020-07-31 | 198 | 115.4 | 14.89% | 1.7% |
| 2020-04-30 | 212 | 115.7 | 16.2% | 2.57% |
| 2020-01-31 | 212 | 124.1 | 15.32% | 1.71% |
| 2019-10-31 | 216 | 124.6 | 14.84% | 1.83% |
One row per filed reporting period, newest first, read from EDGAR. Quarterly because that is the public filing cadence. Rows marked * are published but held out of the comparison above; the methodology page says when and why.
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1Measures applied to it
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Mentions are detected across the full text of every article, so an appearance may be a passing comparison rather than the subject. Nothing here is a recommendation to buy or sell — see the disclaimer.