VICTORY PORTFOLIOS II's ticker is VSMV and the CUSIP is 92647N691. A total of 23 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $566,739 | -20.1% | 14,417 | -17.3% | 0.17% | -22.4% |
| Q2 2023 | $709,234 | +5.2% | 17,434 | +0.0% | 0.21% | -4.5% |
| Q1 2023 | $674,473 | +1.5% | 17,428 | +0.0% | 0.22% | -5.9% |
| Q4 2022 | $664,811 | +10.4% | 17,423 | +0.1% | 0.24% | +2.1% |
| Q3 2022 | $602,000 | -5.8% | 17,414 | +0.0% | 0.23% | -2.5% |
| Q2 2022 | $639,000 | -12.6% | 17,408 | -0.8% | 0.24% | +0.4% |
| Q1 2022 | $731,000 | -6.4% | 17,557 | -5.4% | 0.24% | -6.3% |
| Q4 2021 | $781,000 | +3.3% | 18,551 | -6.2% | 0.25% | +13.9% |
| Q3 2021 | $756,000 | -12.3% | 19,787 | -12.4% | 0.22% | -12.5% |
| Q2 2021 | $862,000 | +2.9% | 22,583 | -3.0% | 0.26% | -10.8% |
| Q1 2021 | $838,000 | +3.5% | 23,289 | -2.2% | 0.29% | -1.4% |
| Q4 2020 | $810,000 | +3.2% | 23,806 | -2.6% | 0.29% | -9.9% |
| Q3 2020 | $785,000 | +4.5% | 24,438 | +0.0% | 0.32% | -21.5% |
| Q2 2020 | $751,000 | +14.7% | 24,433 | +0.0% | 0.41% | -9.7% |
| Q1 2020 | $655,000 | -18.9% | 24,430 | 0.0% | 0.45% | +13.8% |
| Q4 2019 | $808,000 | +12.2% | 24,430 | +8.3% | 0.40% | -6.3% |
| Q3 2019 | $720,000 | +128.6% | 22,549 | +121.3% | 0.43% | +118.5% |
| Q2 2019 | $315,000 | – | 10,191 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tower Wealth Partners, Inc. | 413,324 | $17,401,000 | 17.63% |
| Cornerstone Wealth Management, LLC | 410,687 | $17,293,000 | 1.65% |
| LexAurum Advisors, LLC | 18,551 | $781,000 | 0.25% |
| Lindenwold Advisors, INC | 5,226 | $220,000 | 0.13% |
| VICTORY CAPITAL MANAGEMENT INC | 1,476,680 | $62,167,000 | 0.06% |
| SMITH, MOORE & CO. | 7,310 | $308,000 | 0.04% |
| Atria Investments, Inc | 48,026 | $2,022,000 | 0.04% |
| AdvisorNet Financial, Inc | 8,071 | $340,000 | 0.02% |
| LPL Financial LLC | 202,660 | $8,532,000 | 0.01% |
| OSAIC HOLDINGS, INC. | 45,924 | $1,933,000 | 0.00% |