VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 138 filers reported holding VICTORY PORTFOLIOS II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488,656 | -0.8% | 8,748 | +2.3% | 0.10% | +8.6% |
| Q2 2023 | $492,702 | -1.0% | 8,554 | +4.2% | 0.09% | -7.9% |
| Q1 2023 | $497,800 | +4.6% | 8,212 | +7.1% | 0.10% | +57.8% |
| Q4 2022 | $476,068 | +7.7% | 7,670 | +3.0% | 0.06% | -40.7% |
| Q3 2022 | $442,000 | -18.5% | 7,446 | -9.3% | 0.11% | -1.8% |
| Q2 2022 | $542,000 | -15.7% | 8,205 | -8.3% | 0.11% | -4.3% |
| Q1 2022 | $643,000 | +5.9% | 8,952 | +2.6% | 0.12% | +13.9% |
| Q4 2021 | $607,000 | +18.6% | 8,728 | +9.8% | 0.10% | +11.0% |
| Q3 2021 | $512,000 | +0.2% | 7,951 | +0.4% | 0.09% | -2.2% |
| Q2 2021 | $511,000 | +5.6% | 7,917 | +2.0% | 0.09% | -16.2% |
| Q1 2021 | $484,000 | +37.5% | 7,763 | +18.6% | 0.11% | +26.1% |
| Q4 2020 | $352,000 | +32.3% | 6,544 | +16.7% | 0.09% | +1.1% |
| Q3 2020 | $266,000 | +20.4% | 5,608 | +18.4% | 0.09% | +2.4% |
| Q2 2020 | $221,000 | +31.5% | 4,738 | +16.4% | 0.08% | +10.4% |
| Q1 2020 | $168,000 | -31.4% | 4,070 | -18.6% | 0.08% | -16.3% |
| Q4 2019 | $245,000 | +116.8% | 5,001 | +106.3% | 0.09% | +80.4% |
| Q3 2019 | $113,000 | -9.6% | 2,424 | -11.0% | 0.05% | -5.6% |
| Q2 2019 | $125,000 | +7.8% | 2,723 | +4.4% | 0.05% | -10.0% |
| Q1 2019 | $116,000 | +45.0% | 2,608 | +37.4% | 0.06% | +13.2% |
| Q4 2018 | $80,000 | -10.1% | 1,898 | +0.8% | 0.05% | 0.0% |
| Q3 2018 | $89,000 | +2.3% | 1,883 | +0.3% | 0.05% | -43.0% |
| Q2 2018 | $87,000 | +24.3% | 1,877 | +19.8% | 0.09% | +78.8% |
| Q1 2018 | $70,000 | +55.6% | 1,567 | +62.7% | 0.05% | +52.9% |
| Q4 2017 | $45,000 | +4.7% | 963 | +0.7% | 0.03% | -10.5% |
| Q3 2017 | $43,000 | +4.9% | 956 | +0.4% | 0.04% | -11.6% |
| Q2 2017 | $41,000 | – | 952 | – | 0.04% | – |
Download | ||||||
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% |