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Avantax Advisory Services’s Victory Capital Holdings VCTR Stock Holding History

Avantax Advisory Services’s Portfolio VCTR Stock Details VCTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$430K Sell
6,750
-2,882
-30% -$173K ﹤0.01% 1676
2025
Q1 		$557K Sell
9,632
-68
-0.7% -$4.31K ﹤0.01% 1445
2024
Q4 		$635K Buy
+9,700
New +$614K ﹤0.01% 1305

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's VCTR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Victory Capital Holdings (VCTR) stake by 30% in Q2 2025, selling an estimated $173K and leaving 6,750 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Avantax Advisory Services first reported a position in VCTR in Q4 2024 and has held it in 3 quarters since. The position peaked at $635K in Q4 2024. 306 funds tracked by Wall St. Rank hold VCTR as of Q2 2025.

  • Avantax Advisory Services held 6,750 shares of Victory Capital Holdings worth $430K as of Q2 2025.
  • Avantax Advisory Services sold 2,882 Victory Capital Holdings shares in Q2 2025, an estimated $173K.
  • Victory Capital Holdings made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1676 holding.
  • Avantax Advisory Services first reported a position in Victory Capital Holdings in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Victory Capital Holdings position peaked at $635K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.