Victoryshares Core IntermediUITBETF
13F holders, Q4 2024 (December 31)118holders +3
13new positions
13sold out
1famous investor
$45.95avg. 13F price*
At the end of Q4 2024, 118 institutions reported holding Victoryshares Core Intermedi (UITB) in their 13F filings, up 3 from Q3 2024. 13 opened new positions and 13 sold out. The largest holders were Victory Capital Management Inc. ($840.9M), Charles Schwab Investment Management Inc. ($296.5M) and Morgan Stanley ($106.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $13.9M |
| Exits | 13 | $15.3M |
All 13F filers, Q3 2024 → Q4 2024: 3,635,052 shares bought and 1,384,949 shares sold, net +2,250,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Victory Capital Management Inc. | 0.84% | Add +0.1% | 18,295,671 | $840.9M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -1.8% | 6,451,374 | $296.5M |
| Morgan Stanley | 0.01% | Add +9.5% | 2,313,182 | $106.3M |
| United Services Automobile Association | 3.23% | No change | 2,154,495 | $99.0M |
| Bogart Wealth, LLC | 3.84% | Add +36.9% | 1,760,244 | $80.9M |
| Orion Porfolio Solutions, LLC | 0.71% | Reduce -1.9% | 1,543,057 | $70.9M |
| Orion Portfolio Solutions, LLC | 0.71% | Reduce -1.9% | 1,543,057 | $70.9M |
| LPL Financial LLC | 0.02% | Add +108.3% | 1,253,462 | $57.6M |
| Bank of America Corp. | 0.00% | Add +54.2% | 833,549 | $38.3M |
| Raymond James Financial Inc. | 0.01% | — | 783,160 | $36.0M |
| Riversedge Advisors, LLC | 7.23% | Add +4.6% | 695,989 | $32.0M |
| Private Capital Management LLC | 5.77% | Add +99.4% | 629,043 | $28.9M |
| MBL Wealth, LLC | 2.57% | Add +8.2% | 555,037 | $25.5M |
| Allen Capital Group, LLC | 3.07% | Add +6.8% | 545,854 | $25.1M |
| Allworth Financial LP | 0.13% | Add +15.4% | 517,352 | $23.8M |
| Cetera Investment Advisers | 0.05% | Add +9.5% | 513,320 | $23.6M |
| Wells Fargo & Company | 0.01% | Add +184.2% | 498,140 | $22.9M |
| Alliance Wealth Advisors, LLC | 13.03% | Reduce -0.1% | 494,614 | $22.7M |
| Newman Dignan & Sheerar, Inc. | 4.17% | Add +2.0% | 353,733 | $16.3M |
| Nicolet Advisory Services, LLC | 1.47% | Add +2.7% | 352,656 | $16.0M |
| Horan Capital Advisors, LLC. | 5.19% | Add +57.6% | 335,231 | $15.4M |
| Pine Valley Investments Ltd Liability Co | 0.84% | Add +87.1% | 278,998 | $12.8M |
| Sargent Investment Group, LLC | 2.02% | Add +98.9% | 271,886 | $12.3M |
| Atlantic Edge Private Wealth Management, LLC | 3.59% | Add +2.4% | 252,423 | $11.6M |
| Truist Financial Corp. | 0.02% | Add +5.2% | 226,520 | $10.4M |
| Planning Directions Inc. | 5.79% | Add +29.7% | 216,995 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.2% | 197,604 | $9.1M |
| Creative Financial Designs Inc. | 0.68% | Add +1.9% | 182,393 | $8.4M |
| Aptus Capital Advisors, LLC | 0.10% | New | 182,201 | $8.4M |
| Fsa Wealth Partners, Inc. | 1.87% | Reduce -18.2% | 173,667 | $8.0M |
| Cyr Financial Inc. | 6.87% | Add +12.5% | 163,978 | $7.5M |
| Pinnacle Wealth Management Group, Inc. | 4.62% | Add +8.7% | 161,281 | $7.4M |
| Northeast Planning Associates, Inc. / NH / | 7.50% | — | 157,570 | $7.2M |
| Private Advisor Group, LLC | 0.04% | Add +9.5% | 153,967 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +11.1% | 150,228 | $6.9M |
| Pathway Financial Advisors LLC | 1.48% | Reduce -0.4% | 140,353 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -72.4% | 137,443 | $6.3M |
| Smith Thornton Advisors LLC | 3.94% | Add +0.4% | 135,689 | $6.2M |
| Toth Financial Advisory Corp. | 0.72% | Add +24.9% | 133,914 | $6.2M |
| Personal Cfo Solutions, LLC | 1.14% | Reduce -0.8% | 126,175 | $5.8M |
| AdvisorNet Financial, Inc | 0.48% | Add +7.4% | 124,182 | $5.7M |
| Envision Financial LLC | 4.45% | — | 120,876 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Add +6.4% | 114,060 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +200.2% | 110,854 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.23% | Add +10.6% | 109,424 | $5.0M |
| UBS Group AG | 0.00% | Add +45.4% | 107,711 | $5.0M |
| Insight Wealth Partners, LLC | 2.81% | Reduce -22.3% | 96,719 | $4.4M |
| Fjell Capital, LLC | 4.39% | — | 92,381 | $4.2M |
| Sloy Dahl & Holst, LLC | 0.51% | Add +17.7% | 87,231 | $4.0M |
| Harbour Investments, Inc. | 0.10% | Add +11.9% | 77,281 | $3.6M |
| James J. Burns & Company, LLC | 0.58% | Add +3.2% | 72,330 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 54,838 | $2.5M |
| Axis Wealth Partners, LLC | 1.74% | — | 44,968 | $2.1M |
| NewEdge Wealth, LLC | 0.03% | Add +1.1% | 43,169 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -87.2% | 41,526 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 41,159 | $1.9M |
| Daymark Wealth Partners, LLC | 0.08% | Add +2.1% | 39,996 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -38.8% | 38,979 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +27.9% | 37,086 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Add +4.1% | 32,304 | $1.5M |
| Concourse Financial Group Securities, Inc. | 0.08% | Reduce -2.6% | 32,162 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 31,868 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Reduce -78.1% | 31,118 | $1.4M |
| Strategic Planning Group, LLC | 0.25% | Add +29.0% | 29,609 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +58.1% | 29,523 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Reduce -28.1% | 28,599 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.2% | 28,224 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +99.5% | 27,294 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +15.5% | 26,792 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +4.5% | 25,551 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Add +11.9% | 25,131 | $1.2M |
| Ferguson Shapiro LLC | 0.38% | Add +424.2% | 22,191 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +13.8% | 20,358 | $936K |
| Horan Securities, Inc. | 0.35% | Add +76.1% | 20,358 | $936K |
| Sigma Planning Corp | 0.03% | Add +34.6% | 19,847 | $912K |
| BlackRock, Inc. | 0.00% | New | 19,500 | $896K |
| Redhawk Wealth Advisors, Inc. | 0.12% | Reduce -41.1% | 19,481 | $895K |
| Mercer Global Advisors Inc. | 0.00% | Add +103.2% | 19,342 | $889K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +6.4% | 16,168 | $743K |
| Novem Group | 0.11% | — | 15,957 | $733K |
| Chris Bulman Inc | 0.43% | Add +59.2% | 14,721 | $677K |
| Sanctuary Advisors, LLC | 0.00% | Add +26.1% | 14,144 | $654K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.3% | 14,080 | $647K |
| Gotham Asset Management | 0.01% | No change | 13,022 | $598K |
| Sovereign Financial Group, Inc. | 0.12% | Add +0.6% | 11,788 | $542K |
| Klingenstein Fields & Co. LP | 0.02% | Add +3.3% | 11,545 | $531K |
| Cwm, LLC | 0.00% | New | 11,281 | $518K |
| Marks Group Wealth Management, Inc | 0.05% | Add +17.4% | 10,676 | $491K |
| Princeton Global Asset Management LLC | 0.08% | Add +61.3% | 9,836 | $452K |
| Comerica Bank | 0.00% | Add +16.0% | 9,324 | $429K |
| Goldstein Advisors, LLC | 0.06% | Reduce -3.6% | 9,319 | $428K |
| Keystone Financial Group | 0.04% | Add +12.0% | 9,267 | $426K |
| Creative Planning | 0.00% | Add +88.9% | 9,082 | $417K |
| Avaii Wealth Management, LLC | 0.19% | Add +20.8% | 8,432 | $388K |
| Private Portfolio Partners LLC | 0.06% | Reduce -6.8% | 7,238 | $333K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -13.6% | 6,794 | $312K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +33.0% | 6,790 | $312K |
| Betterment LLC | 0.00% | Reduce -52.9% | 6,675 | $307K |
| Perigon Wealth Management, LLC | 0.01% | New | 5,360 | $246K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,342 | $246K |
| Mission Wealth Management, LP | 0.01% | No change | 4,889 | $225K |
| Fortune Financial Advisors, LLC | 0.19% | New | 4,604 | $212K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +0.7% | 4,380 | $201K |
| MPWM Advisory Solutions, LLC | 0.14% | — | 4,123 | $189K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.3% | 3,661 | $167K |
| WealthTrak Capital Management LLC | 0.10% | — | 2,661 | $122K |
| Fifth Third Bancorp | 0.00% | Add +116.5% | 2,360 | $108K |
| Global Retirement Partners, LLC | 0.00% | New | 739 | $34K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 536 | $25K |
| ZynergyRetirementPlanningLLC | 0.02% | No change | 492 | $24K |
| IAG Wealth Partners, LLC | 0.00% | No change | 472 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 350 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 292 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 165 | $8K |
| Sound Income Strategies, LLC | 0.00% | New | 150 | $7K |
| Principal Securities, Inc. | 0.00% | New | 24 | $1K |
| Citigroup Inc. | 0.00% | New | 12 | $552 |
"% of holder's portfolio" is UITB's weight in each manager's 13F, not the share of Victoryshares Core Intermedi the manager owns.