Skip to content

VSMV VICTORY PORTFOLIOS II

Follow

VICTORYSHS US (fund)

29 managers (29 13F filers) reported a position in VSMV shares at 2026-03-31, 2,119,595 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
29
13F filers
29
New
2
Added
5
Reduced
17
Sold out
3
Shares held by filers
2,119,595

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…903,610$51.1M0.93%+38,85913F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC331,712$18.8M0.01%013F-HRTimeline
Tower Wealth Partners, Inc.322,286$18.2M10.08%-95,29313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY146,744$8.3M<0.01%-1,04513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA96,471$5.46M<0.01%-25113F-HRTimelineGroup
LPL Financial LLC66,461$3.76M<0.01%-2,93913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,633$2.75M<0.01%+2,95213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,011$1.92M<0.01%-189,44413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,278$1.54M<0.01%-3,80613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP24,519$1.39M<0.01%-16,31213F-HRTimelineGroup
Trilogy Capital Inc.23,176$1.31M0.06%-27813F-HRTimeline
Sovereign Financial Group, Inc.17,531$992K0.17%-19613F-HRTimeline
Dakota Wealth Management10,678$604K0.01%+33313F-HR/ATimeline
Independent Advisor Alliance9,222$522K0.01%new13F-HRTimeline
LexAurum Advisors, LLC8,834$500K0.06%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,771$496K<0.01%-33,70813F-HRTimelineGroup
One Degree Advisors Inc8,165$461K0.12%-1613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,558$428K<0.01%-20413F-HRTimeline
Private Advisor Group, LLC6,489$367K<0.01%+12513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,525$313K<0.01%-2,80413F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,785$214K<0.01%013F-HRTimeline
Valley Financial Group, Inc.3,771$213K0.12%-19713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,111$62.8K<0.01%-4313F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,000$56.6K<0.01%-25013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN915$51.8K<0.01%+83313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.739$41.8K<0.01%-6113F-HRTimelineGroup
Abound Wealth Management424$24K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC175$9.9K<0.01%013F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC1$57<0.01%013F-HRTimeline