VICTORY PORTFOLIOS II's ticker is USVM and the CUSIP is 92647N568. A total of 16 filers reported holding VICTORY PORTFOLIOS II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $84,003,952 | -2.6% | 1,080,993 | +0.7% | 0.22% | -3.1% |
| Q1 2024 | $86,255,824 | +4.6% | 1,073,186 | -4.3% | 0.23% | -15.9% |
| Q4 2023 | $82,485,786 | +8.5% | 1,121,142 | -3.3% | 0.27% | -26.8% |
| Q3 2023 | $75,999,939 | -15.0% | 1,159,596 | -13.5% | 0.37% | +6.3% |
| Q2 2023 | $89,450,167 | – | 1,340,278 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cerity Partners OCIO LLC | 1,751,547 | $128,949,000 | 3.76% |
| Trilogy Capital Inc. | 321,556 | $23,673,000 | 1.78% |
| EWG Elevate Inc. | 17,899 | $1,318,000 | 0.65% |
| Horan Securities, Inc. | 2,360 | $174,000 | 0.10% |
| VICTORY CAPITAL MANAGEMENT INC | 1,200,323 | $88,368,000 | 0.08% |
| OneDigital Investment Advisors LLC | 3,315 | $244,000 | 0.01% |
| CAROLINAS WEALTH CONSULTING LLC | 471 | $35,000 | 0.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 305,657 | $22,502,000 | 0.01% |
| LPL Financial LLC | 8,359 | $615,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 4,251 | $313,000 | 0.00% |