Caprock Group, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 94 filers reported holding VICTORY PORTFOLIOS II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Caprock Group, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$2,393,042
-3.0%
42,8400.0%0.18%0.0%
Q2 2023$2,467,584
-5.0%
42,8400.0%0.18%
-10.0%
Q1 2023$2,596,961
-2.3%
42,8400.0%0.20%
-19.0%
Q4 2022$2,659,079
+4.6%
42,8400.0%0.25%
+1.2%
Q3 2022$2,543,000
+19.3%
42,840
+32.9%
0.24%
+17.2%
Q2 2022$2,131,000
-8.0%
32,2400.0%0.21%
-4.1%
Q1 2022$2,317,000
+3.3%
32,2400.0%0.22%
+17.8%
Q4 2021$2,244,000
+112.7%
32,240
+96.7%
0.18%
+96.8%
Q3 2021$1,055,000
-0.4%
16,3900.0%0.09%
-2.1%
Q2 2021$1,059,000
+43.5%
16,390
+38.4%
0.10%
+18.5%
Q1 2021$738,000
+15.9%
11,8400.0%0.08%
+11.0%
Q4 2020$637,000
+13.5%
11,8400.0%0.07%
-5.2%
Q3 2020$561,000
+1.8%
11,8400.0%0.08%
-7.2%
Q2 2020$551,000
+12.4%
11,8400.0%0.08%
-10.8%
Q1 2020$490,000
-15.5%
11,8400.0%0.09%
-10.6%
Q4 2019$580,000
-2.2%
11,840
-7.1%
0.10%
-10.3%
Q3 2019$593,000
-6.9%
12,740
-8.9%
0.12%
-7.2%
Q2 2019$637,000
-69.5%
13,982
-70.2%
0.12%
-69.2%
Q1 2019$2,088,000
+5.2%
46,8890.0%0.41%
-11.2%
Q4 2018$1,984,000
-7.2%
46,889
+3.8%
0.46%
+5.1%
Q3 2018$2,139,000
+1.1%
45,164
-1.1%
0.44%
-2.9%
Q2 2018$2,116,000
+10.8%
45,673
+8.5%
0.45%
+9.8%
Q1 2018$1,910,000
-3.7%
42,0880.0%0.41%
+5.7%
Q4 2017$1,983,000
+8.8%
42,088
+2.5%
0.39%
+1.6%
Q3 2017$1,822,000
+2.2%
41,0520.0%0.38%
-4.0%
Q2 2017$1,782,00041,0520.40%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2021
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