VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 72 filers reported holding VICTORY PORTFOLIOS II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772,730 | -3.2% | 13,833 | -0.1% | 0.15% | -0.7% |
| Q2 2023 | $797,875 | -5.9% | 13,852 | -1.0% | 0.15% | -14.9% |
| Q1 2023 | $847,829 | -4.0% | 13,986 | -1.7% | 0.18% | -34.0% |
| Q4 2022 | $882,822 | -1.4% | 14,223 | -5.6% | 0.26% | +17.3% |
| Q3 2022 | $895,000 | -9.4% | 15,069 | +0.8% | 0.23% | -11.0% |
| Q2 2022 | $988,000 | -5.9% | 14,942 | +2.3% | 0.25% | +7.2% |
| Q1 2022 | $1,050,000 | +22.2% | 14,612 | +18.4% | 0.24% | +25.4% |
| Q4 2021 | $859,000 | +13.5% | 12,340 | +4.9% | 0.19% | +1.1% |
| Q3 2021 | $757,000 | -0.7% | 11,762 | -0.3% | 0.19% | -3.6% |
| Q2 2021 | $762,000 | +1.7% | 11,803 | -1.9% | 0.19% | -12.2% |
| Q1 2021 | $749,000 | +15.8% | 12,031 | +0.1% | 0.22% | -2.6% |
| Q4 2020 | $647,000 | +16.2% | 12,020 | +2.3% | 0.23% | +0.9% |
| Q3 2020 | $557,000 | – | 11,749 | – | 0.22% | – |
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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% |