Victory Portfolios IIETF
13F holders, Q4 2024 (December 31)19holders −1
1new positions
2sold out
1famous investor
$73.99avg. 13F price*
At the end of Q4 2024, 19 institutions reported holding Victory Portfolios II in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($7.2M), TAP Consulting, LLC ($7.1M) and Yousif Capital Management, LLC ($3.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Victory Portfolios II
- CUSIP
- 92647N832
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.4M |
| Exits | 2 | $5.8M |
All 13F filers, Q3 2024 → Q4 2024: 79,964 shares bought and 80,460 shares sold, net −496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| LPL Financial LLC | 0.00% | Add +154.0% | 97,407 | $7.2M |
| TAP Consulting, LLC | 1.46% | Add +0.2% | 96,337 | $7.1M |
| Yousif Capital Management, LLC | 0.04% | No change | 51,302 | $3.8M |
| Comerica Bank | 0.02% | No change | 51,302 | $3.8M |
| Raymond James Financial Inc. | 0.00% | — | 50,210 | $3.7M |
| Money Concepts Capital Corp. | 0.11% | Reduce -4.2% | 19,409 | $1.4M |
| Citadel Advisors | 0.00% | New | 18,997 | $1.4M |
| Bank of America Corp. | 0.00% | Add +5.3% | 13,048 | $965K |
| Rossmore Private Capital | 0.10% | No change | 10,725 | $794K |
| Wells Fargo & Company | 0.00% | No change | 6,508 | $482K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.5% | 5,666 | $419K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.0% | 3,684 | $273K |
| Private Client Services, LLC | 0.14% | Add +8.8% | 3,594 | $266K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 3,496 | $259K |
| Albion Financial Group | 0.00% | No change | 780 | $58K |
| MPWM Advisory Solutions, LLC | 0.03% | — | 625 | $46K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.2% | 595 | $44K |
| Morgan Stanley | 0.00% | No change | 150 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 45 | $3K |
"% of holder's portfolio" is VICTORY PORTFOLIOS II's weight in each manager's 13F, not the share of Victory Portfolios II the manager owns.