Victoryshares Core Plus BondUBNDETF
13F holders, Q3 2024 (September 30)17holders −1
2new positions
3sold out
1famous investor
$22.25avg. 13F price*
At the end of Q3 2024, 17 institutions reported holding Victoryshares Core Plus Bond (UBND) in their 13F filings, down 1 from Q2 2024. 2 opened new positions and 3 sold out. The largest holders were Victory Capital Management Inc. ($222.2M), 1900 Wealth Management LLC ($64.9M) and Goldstein Advisors, LLC ($39.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $41.2M |
| Exits | 3 | $376K |
All 13F filers, Q2 2024 → Q3 2024: 3,369,550 shares bought and 386,401 shares sold, net +2,983,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Victory Capital Management Inc. | 0.22% | No change | 9,988,001 | $222.2M |
| 1900 Wealth Management LLC | 5.57% | Add +15.6% | 2,918,623 | $64.9M |
| Goldstein Advisors, LLC | 5.98% | Add +26.5% | 1,768,493 | $39.3M |
| Retirement Planning Group, LLC | 2.14% | New | 1,764,517 | $39.3M |
| Annex Advisory Services, LLC | 0.90% | Add +99.3% | 1,266,544 | $28.2M |
| Correct Capital Wealth Management | 2.28% | Reduce -41.9% | 462,855 | $10.3M |
| Elk River Wealth Management LLC | 1.23% | Add +7.0% | 303,269 | $6.7M |
| Madison Wealth Partners, Inc | 0.80% | Add +51.4% | 121,756 | $2.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +56.4% | 86,860 | $1.9M |
| Corient Private Wealth LP | 0.00% | New | 85,176 | $1.9M |
| Citadel Advisors | 0.00% | Add +151.0% | 54,366 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -2.0% | 44,326 | $986K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.8% | 19,829 | $441K |
| Jane Street Group, LLC | 0.00% | Reduce -61.5% | 19,512 | $434K |
| LexAurum Advisors, LLC | 0.10% | Reduce -3.2% | 19,333 | $430K |
| Comerica Bank | 0.00% | Reduce -34.6% | 1,678 | $37K |
| UBS Group AG | 0.00% | Reduce -76.8% | 99 | $2K |
"% of holder's portfolio" is UBND's weight in each manager's 13F, not the share of Victoryshares Core Plus Bond the manager owns.