Victoryshares Core Plus BondUBNDETF
13F holders, Q2 2024 (June 30)18holders +5
6new positions
1sold out
1famous investor
$21.40avg. 13F price*
At the end of Q2 2024, 18 institutions reported holding Victoryshares Core Plus Bond (UBND) in their 13F filings, up 5 from Q1 2024. 6 opened new positions and 1 sold out. The largest holders were Victory Capital Management Inc. ($213.7M), 1900 Wealth Management LLC ($54.0M) and Goldstein Advisors, LLC ($29.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Victoryshares Core Plus Bond
- CUSIP
- 92647X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $16.4M |
| Exits | 1 | $219K |
All 13F filers, Q1 2024 → Q2 2024: 1,658,963 shares bought and 97,176 shares sold, net +1,561,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Victory Capital Management Inc. | 0.22% | No change | 9,988,001 | $213.7M |
| 1900 Wealth Management LLC | 5.05% | Add +48.0% | 2,525,445 | $54.0M |
| Goldstein Advisors, LLC | 5.01% | Add +1.0% | 1,397,991 | $29.9M |
| Correct Capital Wealth Management | 3.98% | Add +0.9% | 797,027 | $17.1M |
| Annex Advisory Services, LLC | 0.48% | New | 635,462 | $13.6M |
| Elk River Wealth Management LLC | 1.19% | Add +9.8% | 283,520 | $6.1M |
| Madison Wealth Partners, Inc | 0.59% | New | 80,432 | $1.7M |
| OneDigital Investment Advisors LLC | 0.01% | Add +35.5% | 55,543 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 50,629 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -59.4% | 45,226 | $968K |
| Citadel Advisors | 0.00% | Add +59.6% | 21,661 | $463K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.4% | 20,621 | $441K |
| LexAurum Advisors, LLC | 0.11% | Add +14.4% | 19,971 | $427K |
| Flow Traders U.S. LLC | 0.02% | Reduce -55.5% | 16,158 | $346K |
| Comerica Bank | 0.00% | Add +8.8% | 2,564 | $55K |
| Royal Bank of Canada | 0.00% | New | 1,410 | $30K |
| UBS Group AG | 0.00% | New | 426 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $21 |
"% of holder's portfolio" is UBND's weight in each manager's 13F, not the share of Victoryshares Core Plus Bond the manager owns.