Victoryshares Core IntermediUITBETF
13F holders, Q2 2024 (June 30)108holders +18
20new positions
4sold out
1famous investor
$46.02avg. 13F price*
At the end of Q2 2024, 108 institutions reported holding Victoryshares Core Intermedi (UITB) in their 13F filings, up 18 from Q1 2024. 20 opened new positions and 4 sold out. The largest holders were Victory Capital Management Inc. ($843.5M), Charles Schwab Investment Management Inc. ($303.3M) and United Services Automobile Association ($106.1M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Victoryshares Core Intermedi
- CUSIP
- 92647N527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $56.2M |
| Exits | 4 | $1.8M |
All 13F filers, Q1 2024 → Q2 2024: 3,453,616 shares bought and 1,653,765 shares sold, net +1,799,851 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Victory Capital Management Inc. | 0.86% | Reduce -6.0% | 18,332,879 | $843.5M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -1.1% | 6,591,779 | $303.3M |
| United Services Automobile Association | 2.69% | Add +4.9% | 2,305,226 | $106.1M |
| Orion Porfolio Solutions, LLC | 0.80% | Reduce -3.5% | 1,642,856 | $75.6M |
| Orion Portfolio Solutions, LLC | 0.80% | Reduce -3.5% | 1,642,856 | $75.6M |
| Morgan Stanley | 0.01% | Add +66.9% | 1,539,609 | $70.8M |
| Bogart Wealth, LLC | 2.97% | Add +1.3% | 1,266,288 | $58.3M |
| Jane Street Group, LLC | 0.03% | Add +492.2% | 686,915 | $31.6M |
| Riversedge Advisors, LLC | 6.09% | Reduce -13.1% | 543,277 | $25.0M |
| Osaic Holdings, Inc. | 0.06% | Add +9.3% | 522,335 | $24.0M |
| Allen Capital Group, LLC | 3.13% | Add +2.3% | 482,237 | $22.2M |
| Alliance Wealth Advisors, LLC | 13.20% | Add +1.3% | 455,115 | $20.9M |
| MBL Wealth, LLC | 2.31% | New | 447,923 | $20.6M |
| Allworth Financial LP | 0.13% | Add +5.3% | 421,207 | $19.6M |
| Cetera Investment Advisers | 0.04% | Add +20.2% | 399,630 | $18.4M |
| Bank of America Corp. | 0.00% | Add +16.2% | 395,162 | $18.2M |
| LPL Financial LLC | 0.01% | Add +71.5% | 376,684 | $17.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +11.3% | 352,289 | $16.2M |
| Nicolet Advisory Services, LLC | 1.43% | New | 323,149 | $15.0M |
| Newman Dignan & Sheerar, Inc. | 3.11% | Add +221.2% | 262,267 | $12.1M |
| Bank of Montreal | 0.00% | New | 243,196 | $11.4M |
| First Heartland Consultants, Inc. | 1.07% | Reduce -13.8% | 234,150 | $10.8M |
| Atlantic Edge Private Wealth Management, LLC | 3.59% | Reduce -0.2% | 233,469 | $10.7M |
| Horan Capital Advisors, LLC. | 3.26% | Add +1.6% | 201,552 | $9.3M |
| Truist Financial Corp. | 0.01% | Add +2.8% | 196,787 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +11.6% | 184,239 | $8.5M |
| Raymond James & Associates | 0.01% | Reduce -0.8% | 175,620 | $8.1M |
| Sargent Investment Group, LLC | 1.53% | Add +3.8% | 163,257 | $7.5M |
| Pathway Financial Advisors LLC | 1.76% | Add +22.5% | 141,293 | $6.5M |
| Wells Fargo & Company | 0.00% | Add +159.5% | 139,391 | $6.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.93% | Reduce -5.4% | 137,488 | $6.3M |
| Smith Thornton Advisors LLC | 4.45% | — | 131,352 | $6.0M |
| Personal Cfo Solutions, LLC | 0.89% | Add +3.4% | 125,717 | $5.8M |
| AdvisorNet Financial, Inc | 0.46% | Add +19.2% | 111,011 | $5.1M |
| Pine Valley Investments Ltd Liability Co | 0.37% | Add +44.1% | 108,815 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +21.3% | 96,579 | $4.4M |
| Toth Financial Advisory Corp. | 0.55% | Add +10.4% | 93,472 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 90,758 | $4.2M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +4.3% | 74,322 | $3.4M |
| Sloy Dahl & Holst, LLC | 0.70% | Reduce -0.4% | 72,126 | $3.3M |
| James J. Burns & Company, LLC | 0.63% | Add +100.6% | 69,514 | $3.2M |
| UBS Group AG | 0.00% | Add +26.6% | 65,611 | $3.0M |
| Fortem Financial Group, LLC | 1.18% | Reduce -0.6% | 59,422 | $2.7M |
| Leelyn Smith, LLC | 0.50% | Reduce -7.7% | 56,499 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.1% | 56,130 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +36.7% | 54,047 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Add +1.9% | 52,967 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.4% | 51,907 | $2.4M |
| Valmark Advisers, Inc. | 0.03% | New | 44,277 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Add +10.9% | 39,801 | $1.8M |
| Private Capital Management LLC | 0.36% | New | 39,102 | $1.8M |
| Daymark Wealth Partners, LLC | 0.08% | Add +5.7% | 36,019 | $1.7M |
| Aspire Wealth Management Corp | 0.90% | Add +21.4% | 34,334 | $1.6M |
| Planning Directions Inc. | 1.02% | New | 32,411 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Add +17.1% | 29,689 | $1.4M |
| Flow Traders U.S. LLC | 0.07% | New | 28,780 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +0.5% | 24,253 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -6.2% | 23,409 | $1.1M |
| Strategic Planning Group, LLC | 0.23% | Add +4.9% | 22,527 | $1.0M |
| Fsa Wealth Partners, Inc. | 0.26% | Reduce -81.2% | 21,029 | $968K |
| Focus Financial Network, Inc. | 0.04% | Add +12.5% | 18,380 | $858K |
| SpiderRock Advisors, LLC | 0.02% | Add +0.7% | 17,180 | $790K |
| Integrated Wealth Concepts LLC | 0.01% | Add +21.4% | 16,037 | $738K |
| Thrivent Financial for Lutherans | 0.00% | New | 14,779 | $680K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -47.5% | 14,293 | $658K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +58.5% | 14,215 | $654K |
| Foundations Investment Advisors, LLC | 0.02% | Add +56.6% | 13,661 | $629K |
| Sigma Planning Corp | 0.02% | Add +23.7% | 13,060 | $601K |
| Goldstein Advisors, LLC | 0.09% | Reduce -50.5% | 12,052 | $555K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -0.5% | 11,706 | $539K |
| Corient Private Wealth LP | 0.00% | Add +1.9% | 11,382 | $528K |
| Horan Securities, Inc. | 0.22% | Add +0.6% | 10,982 | $505K |
| Klingenstein Fields & Co. LP | 0.02% | Reduce -2.1% | 10,578 | $487K |
| Brookstone Capital Management | 0.01% | Reduce -42.3% | 9,775 | $456K |
| Marks Group Wealth Management, Inc | 0.04% | No change | 9,180 | $422K |
| Gotham Asset Management | 0.01% | No change | 9,061 | $417K |
| Betterment LLC | 0.00% | New | 8,937 | $411K |
| Private Portfolio Partners LLC | 0.30% | New | 7,942 | $365K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.4% | 7,332 | $337K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.8% | 6,840 | $315K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.0% | 6,605 | $304K |
| Wedmont Private Capital | 0.02% | New | 6,446 | $300K |
| HighTower Advisors, LLC | 0.00% | New | 5,962 | $275K |
| Ferguson Shapiro LLC | 0.10% | No change | 5,651 | $260K |
| Avaii Wealth Management, LLC | 0.14% | New | 5,557 | $256K |
| Creative Planning | 0.00% | Add +8.9% | 5,420 | $249K |
| Koshinski Asset Management, Inc. | 0.02% | Add +1.6% | 5,043 | $234K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -38.1% | 4,834 | $222K |
| Raymond James Trust N.A. | 0.00% | New | 4,457 | $205K |
| Harbour Investments, Inc. | 0.01% | Add +7720.9% | 3,363 | $155K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1146.0% | 2,492 | $115K |
| Comerica Bank | 0.00% | Add +879.0% | 1,214 | $56K |
| Fifth Third Bancorp | 0.00% | No change | 1,090 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.9% | 968 | $45K |
| MV Capital Management, Inc. | 0.00% | No change | 840 | $39K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 642 | $30K |
| Geneos Wealth Management Inc. | 0.00% | No change | 550 | $25K |
| ZynergyRetirementPlanningLLC | 0.02% | — | 492 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 491 | $23K |
| IAG Wealth Partners, LLC | 0.00% | No change | 472 | $22K |
"% of holder's portfolio" is UITB's weight in each manager's 13F, not the share of Victoryshares Core Intermedi the manager owns.