OneDigital Investment Advisors LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is USVM and the CUSIP is 92647N568. A total of 18 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$223,516
-1.8%
3,4100.0%0.01%0.0%
Q2 2023$227,609
+4.7%
3,4100.0%0.01%0.0%
Q1 2023$217,344
+1.2%
3,4100.0%0.01%
-16.7%
Q4 2022$214,858
+7.4%
3,410
+2.9%
0.01%
-33.3%
Q2 2022$200,000
-14.2%
3,3150.0%0.01%0.0%
Q1 2022$233,000
-4.5%
3,3150.0%0.01%0.0%
Q4 2021$244,000
+4.7%
3,3150.0%0.01%0.0%
Q3 2021$233,000
-2.9%
3,3150.0%0.01%
-10.0%
Q2 2021$240,000
+6.2%
3,3150.0%0.01%
-9.1%
Q1 2021$226,0003,3150.01%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2023
NameSharesValueWeighting ↓
ARGI Investment Services, LLC 1,842,274$111,262,0003.69%
Trilogy Capital Inc. 342,297$20,673,0001.80%
EWG Elevate Inc. 24,952$1,507,0000.73%
Horan Securities, Inc. 2,996$184,0000.11%
VICTORY CAPITAL MANAGEMENT INC 1,324,997$80,021,0000.09%
OneDigital Investment Advisors LLC 3,315$200,0000.01%
CAROLINAS WEALTH CONSULTING LLC 471$28,0000.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 311,894$18,836,0000.01%
OSAIC HOLDINGS, INC. 14,454$872,0000.00%
Cambridge Investment Research Advisors, Inc. 4,267$258,0000.00%
View complete list of VICTORY PORTFOLIOS II shareholders