OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 112 filers reported holding VICTORY PORTFOLIOS II in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q1 2023$207,866
-2.3%
3,4290.0%0.02%
-11.8%
Q4 2022$212,838
+4.3%
3,4290.0%0.02%0.0%
Q3 2022$204,000
-10.1%
3,4290.0%0.02%0.0%
Q2 2022$227,000
-7.7%
3,4290.0%0.02%
-5.6%
Q1 2022$246,000
-48.4%
3,429
-50.0%
0.02%
-48.6%
Q4 2021$477,0006,8540.04%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q1 2022
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,826,141$113,348,62912.95%
UNIQUE WEALTH, LLC 255,677$15,869,9228.47%
REGIMEN WEALTH, LLC 200,527$12,383,0008.30%
SILVER OAK SECURITIES, INCORPORATED 647,656$40,2007.54%
Cresta Advisors, Ltd. 100,208$6,219,9115.43%
Vantage Financial Partners, LLC 143,686$8,918,6105.31%
Garrett Wealth Advisory Group, LLC 160,596$9,968,2515.12%
Virginia National Bank 21,384$1,327,3044.89%
Provident Wealth Management, LLC 118,994$7,385,9584.34%
Lumature Wealth Partners, LLC 101,100$6,275,2773.51%
View complete list of VICTORY PORTFOLIOS II shareholders