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 | $597,069 | -12.5% | 10,689 | -9.8% | 0.08% | -15.3% |
| Q2 2023 | $682,218 | -10.7% | 11,844 | -6.8% | 0.10% | -20.3% |
| Q1 2023 | $763,887 | -4.8% | 12,714 | -1.6% | 0.12% | -21.7% |
| Q4 2022 | $802,307 | +6.3% | 12,926 | +1.7% | 0.16% | -1.9% |
| Q3 2022 | $755,000 | -9.6% | 12,712 | +0.7% | 0.16% | -9.6% |
| Q2 2022 | $835,000 | -7.6% | 12,629 | +1.4% | 0.18% | +6.6% |
| Q1 2022 | $904,000 | +8.0% | 12,460 | +5.2% | 0.17% | +22.1% |
| Q4 2021 | $837,000 | +10.6% | 11,841 | +1.0% | 0.14% | 0.0% |
| Q3 2021 | $757,000 | 0.0% | 11,726 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $757,000 | +8.3% | 11,726 | +4.5% | 0.14% | -1.4% |
| Q1 2021 | $699,000 | +19.7% | 11,216 | +3.4% | 0.14% | +14.0% |
| Q4 2020 | $584,000 | +25.9% | 10,851 | +10.8% | 0.12% | -6.2% |
| Q3 2020 | $464,000 | +10.5% | 9,794 | +8.5% | 0.13% | -10.4% |
| Q2 2020 | $420,000 | +36.4% | 9,023 | +21.2% | 0.14% | +1007.7% |
| Q1 2020 | $308,000 | -41.8% | 7,447 | -31.0% | 0.01% | -76.8% |
| Q4 2019 | $529,000 | +6.7% | 10,786 | +1.2% | 0.06% | 0.0% |
| Q3 2019 | $496,000 | – | 10,656 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,949,155 | $112,271,302 | 11.21% |
| SILVER OAK SECURITIES, Inc | 657,558 | $37,875 | 6.09% |
| REGIMEN WEALTH, LLC | 223,848 | $12,893,615 | 5.34% |
| PALLADIEM, LLC | 76,410 | $4,401,216 | 4.53% |
| Garrett Wealth Advisory Group, LLC | 153,875 | $8,863,215 | 3.93% |
| Vantage Financial Partners, LLC | 157,562 | $9,075,591 | 3.39% |
| Provident Wealth Management, LLC | 117,390 | $6,761,664 | 3.33% |
| Pacific Center for Financial Services | 170,033 | $9,793,857 | 3.22% |
| UNIQUE WEALTH, LLC | 107,452 | $6,189,229 | 2.70% |
| OneAscent Financial Services LLC | 86,675 | $4,992 | 2.22% |