Victory Portfolios II (USVM): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 62

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$109.83

+16.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of USVM (all 13F filers)

Wealth Enhancement Advisory Services8.0 MWealth adviser+977 K
Victory Capital Management1.5 MInvestment firm0
Cerity Partners1.4 MWealth adviser−70 K
Blue Water Asset Management193 KType not verified+2,312
Systelligence172 KType not verified+2,925
Vise Technologies114 KType not verified+32 K
NorthCrest Asset Manangement91 KType not verified+11 K
Anderson Financial Strategies82 KType not verified−1,626
Family Capital Trust75 KWealth adviser+62 K
Wealth Enhancement Trust Services67 KWealth adviser+14 K

Filer	Type
Wealth Enhancement Advisory Services	Wealth adviser	8.0 M	+977 K	$855M
Victory Capital Management	Investment firm	1.5 M	0	$163M
Cerity Partners	Wealth adviser	1.4 M	−70 K	$150M
Blue Water Asset Management	Type not verified	193 K	+2,312	$21.2M
Systelligence	Type not verified	172 K	+2,925	$18.9M
Vise Technologies	Type not verified	114 K	+32 K	$12.5M
NorthCrest Asset Manangement	Type not verified	91 K	+11 K	$9.8M
Anderson Financial Strategies	Type not verified	82 K	−1,626	$9.0M
Family Capital Trust	Wealth adviser	75 K	+62 K	$8.2M
Wealth Enhancement Trust Services	Wealth adviser	67 K	+14 K	$7.4M

Wealth Enhancement Advisory Services
Shares
8.0 M
Change
+977 K
See more
Type
Wealth adviser
Value
$855M
Victory Capital Management
Shares
1.5 M
Change
0
See more
Type
Investment firm
Value
$163M
Cerity Partners
Shares
1.4 M
Change
−70 K
See more
Type
Wealth adviser
Value
$150M
Blue Water Asset Management
Shares
193 K
Change
+2,312
See more
Type
Type not verified
Value
$21.2M
Systelligence
Shares
172 K
Change
+2,925
See more
Type
Type not verified
Value
$18.9M
Vise Technologies
Shares
114 K
Change
+32 K
See more
Type
Type not verified
Value
$12.5M
NorthCrest Asset Manangement
Shares
91 K
Change
+11 K
See more
Type
Type not verified
Value
$9.8M
Anderson Financial Strategies
Shares
82 K
Change
−1,626
See more
Type
Type not verified
Value
$9.0M
Family Capital Trust
Shares
75 K
Change
+62 K
See more
Type
Wealth adviser
Value
$8.2M
Wealth Enhancement Trust Services
Shares
67 K
Change
+14 K
See more
Type
Wealth adviser
Value
$7.4M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗