Vault-13

VICTORY PORTFOLIOS II VSDA

VICSHS DV AC ETF · ETP · CUSIP 92647N667

49 institutional holders +2 vs Q1 2026
3,129,5523.1m shares reported held*
$182.1mreported value*
6 new 19 added 15 reduced 4 sold out net bought ≈ $18.7m (+321.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $58.18.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 39Q4 22: 38Q1 23: 43Q2 23: 45Q3 23: 44Q4 23: 42Q1 24: 46Q2 24: 47Q3 24: 49Q4 24: 48Q1 25: 47Q2 25: 47Q3 25: 44Q4 25: 46Q1 26: 47Q2 26: 4949Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202239
Q4 202238
Q1 202343
Q2 202345
Q3 202344
Q4 202342
Q1 202446
Q2 202447
Q3 202449
Q4 202448
Q1 202547
Q2 202547
Q3 202544
Q4 202546
Q1 202647
Q2 202649

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 25 bought or addedQ3 24: 20 cut or sold outQ4 24: 20 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 20 cut or sold outQ2 25: 25 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 16 bought or addedQ3 25: 25 cut or sold outQ4 25: 23 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 19 bought or addedQ1 26: 17 cut or sold outQ2 26: 25 bought or addedQ2 26: 19 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242520
Q4 20242026
Q1 20252320
Q2 20252516
Q3 20251625
Q4 20252316
Q1 20261917
Q2 20262519

Biggest buyers

Kingsview Wealth Management, LLC New +152,574+152.6k
FIDUCIARY FINANCIAL ADVISORS New +100,074+100.1k
Cambridge Investment Research Advisors, Inc. Added +58,969+59.0k
Farther Finance Advisors, LLC Added +31,190+31.2k
GREAT VALLEY ADVISOR GROUP, INC. Added +23,726+23.7k
ROYAL BANK OF CANADA Added +12,078+12.1k
Integrated Wealth Concepts LLC Added +8,791+8.8k
NewEdge Advisors, LLC New +7,350+7.3k
CITADEL ADVISORS LLC Added +4,047+4.0k
BANK OF AMERICA CORP /DE/ Added +3,806+3.8k

Biggest sellers

DDD Partners, LLC Reduced -78,082-78.1k
Investors Research Corp Reduced -3,096-3.1k
Advisory Services Network, LLC Sold out -2,195-2.2k
LPL Financial LLC Reduced -1,719-1.7k
MONEY CONCEPTS CAPITAL CORP Reduced -1,650-1.6k
Strategic Blueprint, LLC Reduced -1,535-1.5k
Hilltop Holdings Inc. Reduced -558-558
QTR Family Wealth, LLC Reduced -496-496
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Sold out -481-481
Scarborough Advisors, LLC Sold out -234-234

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GREAT VALLEY ADVISOR GROUP, INC. 0.78% of their portfolio WILMINGTON, DE 847,849847.8k $49.3m $49.3m 0.78% Added +23.7k +23,726
2 Pinnacle Financial Partners, Inc. 0.23% of their portfolio ATLANTA, GA 573,111573.1k $33.3m $33.3m 0.23% Added +1.4k +1,385
3 Investors Research Corp 3.10% of their portfolio ATLANTA, GA 297,940297.9k $17.3m $17.3m 3.10% Reduced -3.1k -3,096
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 260,634260.6k $15.2m $15.2m 0.00% Added +560 +560
5 Kingsview Wealth Management, LLC 0.11% of their portfolio GRANTS PASS, OR 152,574152.6k $8.9m $8.9m 0.11% New
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 120,296120.3k $7.0m $7.0m 0.00% Reduced -1.7k -1,719
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 115,558115.6k $6.7m $6.7m 0.01% Added +59.0k +58,969
8 FIDUCIARY FINANCIAL ADVISORS 0.59% of their portfolio GRAND RAPIDS, MI 100,074100.1k $5.8m $5.8m 0.59% New
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 98,26198.3k $5.7m $5.7m 0.00% Added +3.8k +3,806
10 Gladstone Institutional Advisory LLC 0.18% of their portfolio Bedminster, NJ 98,17998.2k $5.7m $5.7m 0.18% Added +887 +887
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 59,75559.8k $3.5m $3.5m 0.00% Reduced -151 -151
12 MONEY CONCEPTS CAPITAL CORP 0.09% of their portfolio PALM BEACH GARDENS, FL 33,84733.8k $2.0m $2.0m 0.09% Reduced -1.6k -1,650
13 DDD Partners, LLC 0.12% of their portfolio BELLEVUE, WA 32,88432.9k $1.9m $1.9m 0.12% Reduced -78.1k -78,082
14 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 32,55032.5k $1.9m $1.9m 0.01% Added +31.2k +31,190
15 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 29,24129.2k $1.7m $1.7m 0.00% Added +4.0k +4,047
16 Keystone Financial Group 0.08% of their portfolio LEXINGTON, KY 24,13724.1k $1.4m $1.4m 0.08% Added +247 +247
17 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 23,50723.5k $1.4m $1.4m 0.01% Added +8.8k +8,791
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 22,80822.8k $1.3m $1.3m 0.00% Added +163 +163
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,97822.0k $1.3m $1.3m 0.00% Added +12.1k +12,078
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 16,94716.9k $985.9k $985.9k 0.00% Added +84 +84
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,18016.2k $941.3k $941.3k 0.00% Added +615 +615
22 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 15,22515.2k $900.1k $900.1k 0.01% Reduced -227 -227
23 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,57914.6k $848.2k $848.2k 0.00% Added +590 +590
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,02913.0k $758.2k $758.2k 0.00% Reduced -123 -123
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 12,78812.8k $743.9k $743.9k 0.00% Added +1.0k +1,044
26 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 11,53011.5k $670.8k $670.8k 0.01% First filing
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,45911.5k $666.6k $666.6k 0.00% Unchanged
28 Landmark Wealth Management, LLC 0.15% of their portfolio MELVILLE, NY 10,79310.8k $627.9k $627.9k 0.15% Added +582 +582
29 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 8,2178.2k $478.0k $478.0k 0.00% Unchanged
30 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,3507.3k $427.6k $427.6k 0.00% New
31 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 6,7396.7k $392.0k $392.0k 0.02% Reduced -1.5k -1,535
32 Athena Wealth Management, LLC 0.29% of their portfolio RENO, NV 6,7306.7k $391.5k $391.5k 0.29% Reduced -36 -36
33 QTR Family Wealth, LLC 0.13% of their portfolio LAKE MARY, FL 6,6356.6k $386.0k $386.0k 0.13% Reduced -496 -496
34 Hilltop Holdings Inc. 0.03% of their portfolio DALLAS, TX 5,3765.4k $312.8k $312.8k 0.03% Reduced -558 -558
35 Invariant Investment Management 0.18% of their portfolio CAMP HILL, PA 5,1605.2k $304.7k $304.7k 0.18% Unchanged
36 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,4584.5k $259.4k $259.4k 0.00% Reduced -77 -77
37 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 4,0544.1k $235.8k $235.8k 0.01% Reduced -117 -117
38 THOROUGHBRED FINANCIAL SERVICES, LLC 0.01% of their portfolio BRENTWOOD, TN 3,4893.5k $203.0k $203.0k 0.01% New
39 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,3001.3k $75.6k $75.6k 0.00% Unchanged
40 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 541541 $31.5k $31.5k 0.00% Unchanged
41 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 503503 $29.3k $29.3k 0.00% Unchanged
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 452452 $26.3k $26.3k 0.00% New
43 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 250250 $14.6k $14.6k 0.00% Unchanged
44 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 135135 $7.9k $7.9k 0.00% New
45 TD Capital Management LLC 0.00% of their portfolio MEMPHIS, TN 135135 $7.9k $7.9k 0.00% Added +1 +1
46 FMR LLC 0.00% of their portfolio BOSTON, MA 126126 $7.4k $7.4k 0.00% Added +42 +42
47 Coston, McIsaac & Partners 0.00% of their portfolio BAR HARBOR, ME 7171 $4.0k $4.0k 0.00% Reduced -20 -20
48 WPG Advisers, LLC 0.00% of their portfolio BALTIMORE, MD 6565 $3.8k $3.8k 0.00% Unchanged
49 Abound Wealth Management 0.00% of their portfolio FRANKLIN, TN 5353 $3.1k $3.1k 0.00% Reduced -223 -223