Who owns VICTORY PORTFOLIOS II?
- Ticker: VFLO
- CUSIP Number: 92647x830
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Analyze quarterly positions in Victory Portfolios Ii with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold VICTORY PORTFOLIOS II this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 2.6M | $90M | -9% | Dec 2024 |
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Miracle Mile Advisors | 2.6M | $89M | -2% | Dec 2024 |
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Victory Capital Management | 2.4M | $80M | 1% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 2.2M | $75M | 100% | Sep 2024 |
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Bank of America Corporation | 1.9M | $64M | 175% | Sep 2024 |
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Traphagen Investment Advisors | 1.7M | $57M | 3% | Dec 2024 |
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LPL Financial | 1.4M | $48M | 247% | Sep 2024 |
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Envestnet Asset Management | 1.0M | $35M | 308% | Sep 2024 |
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Krilogy Financial | 959k | $33M | 7% | Dec 2024 |
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Sanctuary Advisors | 949k | $34M | 30% | Dec 2024 |
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Great Valley Advisor Group | 727k | $24M | 45% | Sep 2024 |
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Wells Fargo & Company | 568k | $19M | 100% | Sep 2024 |
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Strategic Planning Group | 533k | $18M | 100% | Dec 2024 |
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Intl Fcstone | 481k | $16M | 1903% | Sep 2024 |
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Financial Enhancement | 476k | $17M | 100% | Dec 2024 |
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Royal Bank of Canada | 430k | $15M | 123% | Sep 2024 |
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Commonwealth Equity Services | 398k | $13M | 113% | Sep 2024 |
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Astor Investment Management | 384k | $13M | 47% | Dec 2024 |
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Landmark Wealth Management | 375k | $13M | -2% | Dec 2024 |
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Allen Capital Group | 358k | $12M | 100% | Dec 2024 |
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Raymond James Financial Services Advisors | 299k | $10M | 178% | Sep 2024 |
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Financial Designs Corp | 239k | $8.2M | -5% | Dec 2024 |
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WBI Investments | 234k | $7.8M | 6% | Sep 2024 |
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Branch Banking & Trust Company | 178k | $5.9M | 65% | Sep 2024 |
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Sepio Capital | 174k | $5.8M | 72% | Sep 2024 |
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RVW Wealth | 174k | $5.9M | 49% | Dec 2024 |
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Flagship Harbor Advisors | 161k | $5.5M | 100% | Dec 2024 |
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Patriot Financial Group Insurance Agency | 158k | $5.4M | 590% | Dec 2024 |
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Advisor Group Holdings | 155k | $5.2M | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 143k | $4.8M | 500% | Sep 2024 |
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Mml Investors Services | 142k | $4.7M | 6% | Sep 2024 |
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Raymond James & Associates | 141k | $4.7M | 104% | Sep 2024 |
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Carnick & Kubik | 133k | $4.5M | 13% | Dec 2024 |
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Western Wealth Management | 127k | $4.2M | 40% | Sep 2024 |
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Goldstone Financial Group | 105k | $3.6M | 100% | Dec 2024 |
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TAP Consulting | 97k | $3.2M | 2% | Sep 2024 |
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HighTower Advisors | 97k | $3.2M | 52% | Sep 2024 |
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Ausdal Financial Partners | 89k | $3.0M | 320% | Sep 2024 |
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Cetera Investment Advisers | 89k | $3.0M | 42% | Sep 2024 |
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Atria Investments | 89k | $3.0M | 100% | Sep 2024 |
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Wealth Enhancement Advisory Services | 80k | $2.7M | 23% | Dec 2024 |
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Mariner Wealth Advisors | 76k | $2.5M | 100% | Sep 2024 |
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Rps Advisory Solutions | 75k | $2.5M | -5% | Sep 2024 |
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SimpliFi | 71k | $2.4M | 2% | Dec 2024 |
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WCG Wealth Advisors | 65k | $2.2M | 100% | Sep 2024 |
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Legacy Capital Group California | 61k | $2.0M | 100% | Sep 2024 |
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Smith Anglin Financial | 60k | $2.0M | 31% | Dec 2024 |
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DDD Partners | 58k | $2.0M | 2% | Dec 2024 |
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Private Advisor | 57k | $1.9M | 187% | Sep 2024 |
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Lifestyle Asset Management | 56k | $1.9M | -2% | Dec 2024 |
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D. E. Shaw & Co | 55k | $1.8M | -1% | Sep 2024 |
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Tradition Wealth Management | 52k | $1.7M | 35% | Sep 2024 |
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CAP Partners | 48k | $1.6M | 652% | Dec 2024 |
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Goss Wealth Management | 43k | $1.4M | 518% | Sep 2024 |
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Secure Asset Management | 42k | $1.4M | 100% | Dec 2024 |
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Vista Investment Partners | 40k | $1.4M | 100% | Dec 2024 |
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Cornerstone Wealth Management | 37k | $1.3M | 29% | Dec 2024 |
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KPP Advisory Services | 37k | $1.3M | 11% | Dec 2024 |
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Hilltop Holdings | 34k | $1.1M | 37% | Sep 2024 |
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Stifel Financial | 32k | $1.1M | 48% | Sep 2024 |
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Pine Valley Investments Ltd Liability | 31k | $1.0M | 100% | Sep 2024 |
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AE Wealth Management | 26k | $860k | 100% | Sep 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25k | $824k | 125% | Sep 2024 |
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Legacy Capital Wealth Partners | 23k | $778k | 51% | Dec 2024 |
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GeoWealth Management | 23k | $753k | 100% | Sep 2024 |
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Summit Asset Management | 22k | $747k | 99% | Sep 2024 |
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Madison Asset Management | 22k | $743k | 100% | Sep 2024 |
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Kestra Private Wealth Services | 22k | $758k | 7% | Dec 2024 |
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Smith, Moore & Co. | 22k | $740k | 13% | Sep 2024 |
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Comprehensive Financial Planning | 21k | $718k | 100% | Dec 2024 |
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Mechanics Bank Trust Department / The Mechanics Bank | 20k | $690k | 100% | Dec 2024 |
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Kennedy Investment Group | 20k | $678k | 63% | Dec 2024 |
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VitalStone Financial | 16k | $529k | -46% | Sep 2024 |
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Atomi Financial Group | 16k | $541k | 100% | Dec 2024 |
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Keel Point | 16k | $524k | 104% | Sep 2024 |
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Change Path | 15k | $508k | 100% | Sep 2024 |
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Kestra Advisory Services | 15k | $496k | 75% | Sep 2024 |
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Jane Street | 14k | $471k | -75% | Sep 2024 |
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Spinnaker Investment Group | 14k | $481k | 100% | Dec 2024 |
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Davenport & Co | 14k | $463k | 51% | Dec 2024 |
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Private Portfolio Partners | 12k | $397k | 20% | Sep 2024 |
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Claro Advisors | 12k | $398k | 100% | Dec 2024 |
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HPM Partners | 12k | $385k | 0% | Sep 2024 |
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Reuter James Wealth Management | 11k | $381k | 50% | Dec 2024 |
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Money Concepts Capital Corp | 11k | $360k | 100% | Dec 2024 |
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Howard Bailey Securities | 10k | $356k | 47% | Dec 2024 |
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Brown Advisory Holdings Incorporated | 10k | $343k | 34% | Sep 2024 |
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Sequent Asset Management | 9.7k | $332k | 0% | Dec 2024 |
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PFG Investments | 9.4k | $320k | -10% | Dec 2024 |
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Bank of New York Mellon | 8.4k | $281k | 100% | Sep 2024 |
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Axxcess Wealth Management | 8.4k | $279k | 100% | Sep 2024 |
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Raleigh Capital Management | 8.0k | $274k | 53% | Dec 2024 |
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Schwallier Wealth Management | 7.3k | $242k | 100% | Sep 2024 |
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Sigma Planning | 7.1k | $236k | 100% | Sep 2024 |
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Brian McDonald | 6.9k | $230k | 16% | Sep 2024 |
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M.e. Allison & Co | 6.8k | $232k | 100% | Dec 2024 |
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Thoroughbred Financial Services | 6.8k | $225k | 0% | Sep 2024 |
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Allie Family Office | 6.4k | $214k | 100% | Sep 2024 |
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Barnes Pettey Financial Advisors | 6.4k | $218k | 100% | Dec 2024 |
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Outlook Wealth Advisors | 6.2k | $213k | 100% | Dec 2024 |
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Global Retirement Partners | 6.2k | $207k | -41% | Sep 2024 |
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Gateway Wealth Partners | 5.9k | $200k | 100% | Dec 2024 |
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New Wave Wealth Advisors | 3.3k | $111k | 100% | Dec 2024 |
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HBC Financial Services, P | 3.0k | $102k | 100% | Dec 2024 |
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Golden State Wealth Management | 3.0k | $102k | 100% | Dec 2024 |
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Private Trust Co Na | 2.0k | $67k | 100% | Sep 2024 |
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Global Trust Asset Management | 1.7k | $57k | 100% | Dec 2024 |
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Parkside Financial Bank & Trust | 1.5k | $51k | 100% | Sep 2024 |
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Hanson McClain Advisors | 1.3k | $47k | 100% | Dec 2024 |
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FMR | 944.00 | $31k | 100% | Sep 2024 |
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Peterson Financial Group | 723.00 | $24k | 100% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 474.00 | $16k | 0% | Dec 2024 |
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Assetmark | 453.00 | $15k | -19% | Sep 2024 |
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Geneos Wealth Management | 400.00 | $14k | 100% | Dec 2024 |
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Bruce G. Allen Investments | 277.00 | $9.4k | 0% | Dec 2024 |
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DHJJ Financial Advisors | 57.00 | $1.9k | 100% | Dec 2024 |
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Godsey and Gibb | 1.00 | $40.000000 | 100% | Dec 2024 |
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Who sold out of Victory Portfolios Ii?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Susquehanna International | Jun 2024 | 33k | $1.0M |
Goldman Sachs Group | Jun 2024 | 11k | $337k |
Regal Investment Advisors | Jun 2024 | 6.9k | $212k |
CarsonAllaria Wealth Management | Sep 2024 | 858.00 | $29k |
Mather Group | Sep 2024 | 340.00 | $11k |
Aspire Private Capital | Sep 2024 | 129.00 | $4.3k |