VICTORY PORTFOLIOS II's ticker is UITB and the CUSIP is 92647N527. A total of 77 filers reported holding VICTORY PORTFOLIOS II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $58,261,934 | +0.5% | 1,266,288 | +1.3% | 2.97% | -0.6% |
| Q1 2024 | $57,985,618 | +150.8% | 1,250,229 | +153.6% | 2.98% | +128.6% |
| Q4 2023 | $23,122,211 | +423.4% | 492,906 | +397.0% | 1.30% | +378.0% |
| Q3 2023 | $4,417,858 | +169361.4% | 99,184 | +173907.0% | 0.27% | – |
| Q2 2023 | $2,607 | -1.3% | 57 | 0.0% | 0.00% | – |
| Q1 2023 | $2,642 | +2.6% | 57 | 0.0% | 0.00% | – |
| Q4 2022 | $2,576 | -14.1% | 57 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 57 | +1.8% | 0.00% | – |
| Q1 2022 | $3,000 | -66.7% | 56 | -66.5% | 0.00% | -100.0% |
| Q4 2021 | $9,000 | – | 167 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goldstein Advisors, LLC | 447,310 | $20,874,710 | 4.59% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,075,092 | $96,838,733 | 3.11% |
| VICTORY CAPITAL MANAGEMENT INC | 19,676,794 | $918,260,881 | 1.03% |
| Aspire Wealth Management Corp | 14,751 | $688,388 | 0.56% |
| Patriot Financial Group Insurance Agency, LLC | 35,442 | $1,653,979 | 0.34% |
| Sovereign Financial Group, Inc. | 15,290 | $713,541 | 0.26% |
| Allworth Financial LP | 543,471 | $25,362,257 | 0.26% |
| TOTH FINANCIAL ADVISORY CORP | 27,909 | $1,302,421 | 0.20% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 19,561 | $912 | 0.14% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,964,170 | $278,331,128 | 0.08% |