VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 113 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $303,558 | -49.3% | 5,434 | -47.8% | 0.01% | -54.8% |
| Q2 2023 | $599,184 | -15.7% | 10,403 | -11.2% | 0.03% | -26.2% |
| Q1 2023 | $710,415 | -0.8% | 11,719 | +1.6% | 0.04% | -14.3% |
| Q4 2022 | $716,196 | +0.0% | 11,539 | -4.4% | 0.05% | -10.9% |
| Q3 2022 | $716,000 | -11.6% | 12,064 | -1.5% | 0.06% | -11.3% |
| Q2 2022 | $810,000 | -13.1% | 12,250 | -5.6% | 0.06% | -4.6% |
| Q1 2022 | $932,000 | +7.1% | 12,972 | +3.7% | 0.06% | +4.8% |
| Q4 2021 | $870,000 | +12.0% | 12,507 | +3.6% | 0.06% | +6.9% |
| Q3 2021 | $777,000 | -2.1% | 12,070 | -1.8% | 0.06% | -7.9% |
| Q2 2021 | $794,000 | +49.2% | 12,295 | +43.9% | 0.06% | +28.6% |
| Q1 2021 | $532,000 | +37.8% | 8,542 | +19.2% | 0.05% | +36.1% |
| Q4 2020 | $386,000 | +49.0% | 7,165 | +30.9% | 0.04% | +24.1% |
| Q3 2020 | $259,000 | – | 5,473 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,826,141 | $113,348,629 | 12.95% |
| UNIQUE WEALTH, LLC | 255,677 | $15,869,922 | 8.47% |
| REGIMEN WEALTH, LLC | 200,527 | $12,383,000 | 8.30% |
| SILVER OAK SECURITIES, INCORPORATED | 647,656 | $40,200 | 7.54% |
| Cresta Advisors, Ltd. | 100,208 | $6,219,911 | 5.43% |
| Vantage Financial Partners, LLC | 143,686 | $8,918,610 | 5.31% |
| Garrett Wealth Advisory Group, LLC | 160,596 | $9,968,251 | 5.12% |
| Virginia National Bank | 21,384 | $1,327,304 | 4.89% |
| Provident Wealth Management, LLC | 118,994 | $7,385,958 | 4.34% |
| Lumature Wealth Partners, LLC | 101,100 | $6,275,277 | 3.51% |