VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 113 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,959,384 | -5.7% | 52,979 | -2.7% | 0.01% | 0.0% |
| Q2 2023 | $3,137,813 | -71.9% | 54,476 | -70.4% | 0.01% | -73.7% |
| Q1 2023 | $11,150,954 | +5.9% | 183,948 | +8.5% | 0.02% | 0.0% |
| Q4 2022 | $10,524,929 | +27.1% | 169,565 | +21.5% | 0.02% | +18.8% |
| Q3 2022 | $8,284,000 | +131.7% | 139,549 | +158.0% | 0.02% | +128.6% |
| Q2 2022 | $3,576,000 | +23.4% | 54,093 | +34.1% | 0.01% | +40.0% |
| Q1 2022 | $2,898,000 | +3.2% | 40,333 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $2,807,000 | +4.2% | 40,333 | -3.6% | 0.00% | 0.0% |
| Q3 2021 | $2,694,000 | -0.5% | 41,858 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $2,708,000 | +3.6% | 41,938 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $2,614,000 | +329.2% | 41,938 | +270.2% | 0.01% | +400.0% |
| Q4 2020 | $609,000 | +30.7% | 11,329 | +15.4% | 0.00% | 0.0% |
| Q3 2020 | $466,000 | -10.4% | 9,821 | -12.0% | 0.00% | 0.0% |
| Q2 2020 | $520,000 | +12.3% | 11,163 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $463,000 | -16.7% | 11,163 | -1.4% | 0.00% | 0.0% |
| Q4 2019 | $556,000 | – | 11,327 | – | 0.00% | – |
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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% |