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Victory Portfolios Ii shares owned by Summit Asset Management

Quarter-by-quarter ownership of Victory Portfolios Ii (VFLO) shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 63k 37.50
2025-06-30 $1.9M 54k 35.35
2025-03-31 $1.2M 35k 34.28
2024-12-31 $1.1M 32k 34.09
2024-09-30 $747k 22k 33.30
2024-06-30 $348k 11k 30.92

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Internl Divid (SCHY)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Summit Asset Management

Top funds holding Victory Portfolios Ii

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Raymond James Financial
Victory Capital Management
Hanson McClain Advisors
UBS Group
HighTower Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Smith Anglin Financial
Merit Financial Group
Traphagen Investment Advisors
Miracle Mile Advisors
Envestnet Asset Management

View all funds holding Victory Portfolios Ii