Vault-13

VICTORY PORTFOLIOS II CDC

VCSHS US EQ INCM · ETP · CUSIP 92647N824

101 institutional holders +1 vs Q1 2026
6,634,9166.6m shares reported held*
$493.5mreported value*
10 new 26 added 39 reduced 8 sold out net bought ≈ $7.2m (+96.3k 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 ≈ $74.38.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 138Q4 22: 150Q1 23: 141Q2 23: 134Q3 23: 114Q4 23: 121Q1 24: 105Q2 24: 102Q3 24: 102Q4 24: 100Q1 25: 104Q2 25: 99Q3 25: 97Q4 25: 98Q1 26: 100Q2 26: 101101Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022138
Q4 2022150
Q1 2023141
Q2 2023134
Q3 2023114
Q4 2023121
Q1 2024105
Q2 2024102
Q3 2024102
Q4 2024100
Q1 2025104
Q2 202599
Q3 202597
Q4 202598
Q1 2026100
Q2 2026101

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 33 bought or addedQ3 24: 55 cut or sold outQ4 24: 24 bought or addedQ4 24: 61 cut or sold outQ4 24Q1 25: 39 bought or addedQ1 25: 54 cut or sold outQ2 25: 34 bought or addedQ2 25: 56 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 60 cut or sold outQ4 25: 32 bought or addedQ4 25: 57 cut or sold outQ4 25Q1 26: 36 bought or addedQ1 26: 46 cut or sold outQ2 26: 36 bought or addedQ2 26: 47 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243355
Q4 20242461
Q1 20253954
Q2 20253456
Q3 20252660
Q4 20253257
Q1 20263646
Q2 20263647

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +192,977+193.0k
Integrated Wealth Concepts LLC Added +101,294+101.3k
BANK OF AMERICA CORP /DE/ Added +84,736+84.7k
Vise Technologies, Inc. New +50,995+51.0k
OSAIC HOLDINGS, INC. Added +16,488+16.5k
UBS Group AG Added +13,370+13.4k
JPMORGAN CHASE & CO Added +7,194+7.2k
Cetera Investment Advisers Added +6,820+6.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +4,941+4.9k
StoneX Group Inc. New +4,559+4.6k

Biggest sellers

MORGAN STANLEY Reduced -173,132-173.1k
GOLDMAN SACHS GROUP INC Reduced -94,473-94.5k
LPL Financial LLC Reduced -20,061-20.1k
ROYAL BANK OF CANADA Reduced -12,731-12.7k
STIFEL FINANCIAL CORP Reduced -8,397-8.4k
JANE STREET GROUP, LLC Reduced -7,982-8.0k
Patriot Financial Group Insurance Agency, LLC Reduced -7,709-7.7k
MONEY CONCEPTS CAPITAL CORP Reduced -7,217-7.2k
SILVER OAK SECURITIES, INCORPORATED Reduced -6,903-6.9k
Private Advisor Group, LLC Reduced -6,194-6.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 950,472950.5k $70.7m $70.7m 0.00% Reduced -173.1k -173,132
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 672,320672.3k $50.0m $50.0m 0.00% Added +84.7k +84,736
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 657,463657.5k $48.9m $48.9m 0.01% Added +2.8k +2,761
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 500,277500.3k $37.2m $37.2m 0.01% Reduced -20.1k -20,061
5 SILVER OAK SECURITIES, INCORPORATED 2.08% of their portfolio JACKSON, TN 460,359460.4k $34.2m $34.2m 2.08% Reduced -6.9k -6,903
6 ATLANTIC FAMILY WEALTH, LLC 18.29% of their portfolio CORAL GABLES, FL 384,423384.4k $28.6m $28.6m 18.29% Added +3.2k +3,178
7 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 370,912370.9k $27.6m $27.6m 0.03% Added +193.0k +192,977
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 278,684278.7k $20.7m $20.7m 0.01% Reduced -5.0k -5,043
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 226,141226.1k $16.8m $16.8m 0.00% Reduced -5.4k -5,438
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 214,130214.1k $15.9m $15.9m 0.00% Reduced -12.7k -12,731
11 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 211,394211.4k $15.7m $15.7m 0.08% Added +101.3k +101,294
12 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 162,452162.5k $12.1m $12.1m 0.02% Reduced -2.3k -2,313
13 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 146,219146.2k $10.9m $10.9m 0.01% Reduced -6.0k -5,994
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 119,744119.7k $8.9m $8.9m 0.00% Added +13.4k +13,370
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 110,292110.3k $8.2m $8.2m 0.00% Added +1.4k +1,387
16 Garrett Wealth Advisory Group, LLC 1.23% of their portfolio WEATHERFORD, TX 107,636107.6k $8.0m $8.0m 1.23% Reduced -2.0k -1,985
17 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 89,23089.2k $6.6m $6.6m 0.02% Reduced -5.9k -5,870
18 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 73,76773.8k $5.5m $5.5m 0.03% Reduced -6.2k -6,194
19 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 71,65271.7k $5.3m $5.3m 0.00% Added +6.8k +6,820
20 Strategic Blueprint, LLC 0.23% of their portfolio ATLANTA, GA 62,09262.1k $4.6m $4.6m 0.23% Added +2.2k +2,157
21 Vise Technologies, Inc. 0.04% of their portfolio NEW YORK, NY 50,99551.0k $3.8m $3.8m 0.04% New
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 50,49250.5k $3.8m $3.8m 0.00% Added +4.9k +4,941
23 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 45,12545.1k $3.4m $3.4m 0.00% Added +16.5k +16,488
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 37,44937.4k $2.8m $2.8m 0.00% Added +2.1k +2,148
25 PFG Advisors 0.13% of their portfolio Phoenix, AZ 34,84734.8k $2.6m $2.6m 0.13% Added +1.2k +1,195
26 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 34,02634.0k $2.5m $2.5m 0.02% Reduced -3.0k -2,990
27 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 30,60030.6k $2.3m $2.3m 0.00% Added +830 +830
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 30,17430.2k $2.2m $2.2m 0.00% Reduced -5.9k -5,946
29 Keystone Financial Group 0.12% of their portfolio LEXINGTON, KY 27,27627.3k $2.0m $2.0m 0.12% Reduced -5.6k -5,588
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 23,83923.8k $1.8m $1.8m 0.00% Reduced -8.4k -8,397
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,46523.5k $1.7m $1.7m 0.00% Reduced -94.5k -94,473
32 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 22,62422.6k $1.7m $1.7m 0.00% Reduced -4.3k -4,293
33 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,42521.4k $1.6m $1.6m 0.00% Added +220 +220
34 Caprock Group, LLC 0.03% of their portfolio BOISE, ID 20,04320.0k $1.5m $1.5m 0.03% Unchanged
35 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 19,59119.6k $1.5m $1.5m 0.00% Reduced -436 -436
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,61418.6k $1.4m $1.4m 0.00% Reduced -1.4k -1,359
37 Salus Financial Advisors, LLC 0.63% of their portfolio COLORADO SPRINGS, CO 17,28317.3k $1.3m $1.3m 0.63% Unchanged
38 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 14,96015.0k $1.1m $1.1m 0.02% Reduced -1.4k -1,361
39 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.06% of their portfolio SALT LAKE CITY, UT 14,39714.4k $1.1m $1.1m 0.06% Unchanged
40 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 12,58112.6k $935.7k $935.7k 0.01% Reduced -52 -52
41 MONEY CONCEPTS CAPITAL CORP 0.04% of their portfolio PALM BEACH GARDENS, FL 12,33412.3k $917.3k $917.3k 0.04% Reduced -7.2k -7,217
42 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 12,17312.2k $905.3k $905.3k 0.03% Reduced -53 -53
43 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 11,03711.0k $820.8k $820.8k 0.00% Added +2 +2
44 Axis Wealth Partners, LLC 0.37% of their portfolio EAST PROVIDENCE, RI 10,24210.2k $761.7k $761.7k 0.37% Reduced -653 -653
45 FLAGSHIP HARBOR ADVISORS, LLC 0.03% of their portfolio BOSTON, MA 9,0379.0k $672.1k $672.1k 0.03% Reduced -49 -49
46 KPP Advisory Services LLC 0.08% of their portfolio Louisville, KY 8,3348.3k $619.8k $619.8k 0.08% Reduced -283 -283
47 Smith Thornton Advisors LLC 0.27% of their portfolio HUNTSVILLE, AL 8,1868.2k $623.1k $623.1k 0.27% Reduced -68 -68
48 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 7,6637.7k $569.9k $569.9k 0.02% Added +2.8k +2,782
49 Comprehensive Financial Planning, Inc./PA 0.30% of their portfolio EAST PETERSBURG, PA 7,5567.6k $561.9k $561.9k 0.30% Added +63 +63
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,5497.5k $566.9k $566.9k 0.00% Added +7.2k +7,194
51 Patriot Financial Group Insurance Agency, LLC 0.05% of their portfolio Westborough, MA 7,0957.1k $527.6k $527.6k 0.05% Reduced -7.7k -7,709
52 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 6,7646.8k $503.1k $503.1k 0.01% Added +262 +262
53 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 6,7526.8k $502.1k $502.1k 0.01% Reduced -458 -458
54 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,2756.3k $466.7k $466.7k 0.00% Added +51 +51
55 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,3955.4k $401.2k $401.2k 0.01% Reduced -287 -287
56 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,3005.3k $394.2k $394.2k 0.00% Added +81 +81
57 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 5,2685.3k $391.8k $391.8k 0.00% Unchanged
58 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 4,8894.9k $363.6k $363.6k 0.02% Reduced -331 -331
59 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 4,5594.6k $336.2k $336.2k 0.01% New
60 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,3034.3k $320.0k $320.0k 0.00% Unchanged
61 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 4,2284.2k $314.5k $314.5k 0.01% Added +311 +311
62 Signal Advisors Wealth, LLC 0.01% of their portfolio DETROIT, MI 3,7963.8k $282.3k $282.3k 0.01% Unchanged
63 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,7503.8k $278.9k $278.9k 0.00% First filing
64 CALTON & ASSOCIATES, INC. 0.04% of their portfolio Tampa, FL 3,3263.3k $247.4k $247.4k 0.04% Added +14 +14
65 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.00% of their portfolio CHARLOTTE, NC 3,3263.3k $247.4k $247.4k 0.00% Unchanged
66 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,1973.2k $237.8k $237.8k 0.00% Reduced -351 -351
67 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 3,1783.2k $236.0k $236.0k 0.01% New
68 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 3,0413.0k $226.1k $226.1k 0.00% Added +25 +25
69 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 2,9963.0k $222.8k $222.8k 0.00% Reduced -8.0k -7,982
70 Platt Wealth Management LLC 0.18% of their portfolio SAN DIEGO, CA 2,9683.0k $220.0k $220.0k 0.18% Unchanged
71 BECKER CAPITAL MANAGEMENT INC 0.01% of their portfolio Portland, OR 2,9432.9k $218.9k $218.9k 0.01% Unchanged
72 one8zero8, LLC 0.04% of their portfolio GREENSBORO, NC 2,8002.8k $208.2k $208.2k 0.04% Unchanged
73 Intrua Financial, LLC 0.02% of their portfolio Houston, TX 2,7602.8k $205.3k $205.3k 0.02% New
74 Trek Financial, LLC 0.01% of their portfolio Scottsdale, AZ 2,7552.8k $204.9k $204.9k 0.01% Reduced -60 -60
75 GTS SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 2,7362.7k $203.5k $203.5k 0.00% Reduced -1.5k -1,526
76 Keel Point, LLC 0.01% of their portfolio HUNTSVILLE, AL 2,6922.7k $200.2k $200.2k 0.01% New
77 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,6622.7k $198.0k $198.0k 0.00% Unchanged
78 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 2,4332.4k $185.9k $185.9k 0.00% Reduced -333 -333
79 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,2002.2k $163.6k $163.6k 0.01% Unchanged
80 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 896896 $66.6k $66.6k 0.02% Unchanged
81 Frazier Financial Advisors, LLC 0.03% of their portfolio COLUMBUS, OH 688688 $51.2k $51.2k 0.03% New
82 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 656656 $48.8k $48.8k 0.00% Reduced -2.1k -2,098
83 Noble Wealth Management PBC 0.02% of their portfolio GREENWOOD VILLAGE, CO 620620 $46.1k $46.1k 0.02% Unchanged
84 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 560560 $41.7k $41.7k 0.00% Added +219 +219
85 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 482482 $35.8k $35.8k 0.00% New
86 FMR LLC 0.00% of their portfolio BOSTON, MA 477477 $35.4k $35.4k 0.00% Reduced -49 -49
87 Measured Wealth Private Client Group, LLC 0.01% of their portfolio PORTSMOUTH, NH 395395 $29.4k $29.4k 0.01% Unchanged
88 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 391391 $29.1k $29.1k 0.00% Unchanged
89 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 346346 $25.9k $25.9k 0.00% Unchanged
90 Spectrum Wealth Advisory Group, LLC 0.01% of their portfolio GRANITE BAY, CA 264264 $19.6k $19.6k 0.01% New
91 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 248248 $18.4k $18.4k 0.00% Unchanged
92 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 214214 $15.9k $15.9k 0.00% New
93 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 200200 $14.9k $14.9k 0.00% Unchanged
94 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 162162 $12.0k $12.0k 0.00% Unchanged
95 Financial Network Wealth Advisors LLC 0.01% of their portfolio MURRAY, UT 128128 $9.5k $9.5k 0.01% Unchanged
96 Operose Advisors LLC 0.00% of their portfolio MILWAUKEE, WI 8888 $6.5k $6.5k 0.00% Reduced -48 -48
97 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 6969 $5.1k $5.1k 0.00% Unchanged
98 Pacific Center for Financial Services 0.00% of their portfolio DANVILLE, CA 3535 $2.6k $2.6k 0.00% Unchanged
99 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2222 $1.6k $1.6k 0.00% Unchanged
100 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 1111 $819 $819 0.00% New