Institutional Ownership
Victory Portfolios II
CUSIP 92647N527CORE INTERMEDIATUITBQ1 2026
Institutional Holders
134
13F filers
Shares Held
53.36M
Aggregate institutional
Institutional Value
$2.50B
Q1 2026
Net New Holders
-4
9 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased78
Decreased33
Sold out13
Institutional Holders
134 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 14.85M | $698.23M | 0 | Held |
| 2 | Charles Schwab Investment Management Inc | 5.53M | $259.94M | −92.0K | Reduced |
| 3 | Morgan Stanley | 3.76M | $176.90M | +249.1K | Added |
| 4 | Lpl Financial LLC | 2.10M | $98.69M | −47.6K | Reduced |
| 5 | Bogart Wealth, LLC | 2.06M | $96.89M | +70.9K | Added |
| 6 | Wells Fargo & Company/Mn | 1.95M | $91.75M | +196.0K | Added |
| 7 | Bank Of America Corp /De/ | 1.40M | $65.67M | +82.0K | Added |
| 8 | Calamos Advisors LLC | 1.33M | $62.68M | +1.28M | Added |
| 9 | Cetera Investment Advisers | 1.28M | $60.33M | +92.1K | Added |
| 10 | Calamos Wealth Management LLC | 1.27M | $59.88M | +130.6K | Added |
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