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Bogart Wealth LLC’s Victory Capital Holdings VCTR Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$2.69K Hold
32
– – ﹤0.01% 1378
2026
Q1 		$2.1K Hold
32
– – ﹤0.01% 1269
2025
Q4 		$2.02K Hold
32
– – ﹤0.01% 1182
2025
Q3 		$2.07K Hold
32
– – ﹤0.01% 1145
2025
Q2 		$2.04K Hold
32
– – ﹤0.01% 1104
2025
Q1 		$1.85K Sell
32
-48
-60% -$3.04K ﹤0.01% 1085
2024
Q4 		$5.24K Buy
+80
New +$5.07K ﹤0.01% 872

Other funds holding VCTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Bogart Wealth LLC's VCTR Position: Q2 2026 in Review

Bogart Wealth LLC held its Victory Capital Holdings (VCTR) position steady in Q2 2026 at 32 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Bogart Wealth LLC first reported a position in VCTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.24K in Q4 2024. 355 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Bogart Wealth LLC held 32 shares of Victory Capital Holdings worth $2.69K as of Q2 2026.
  • Bogart Wealth LLC left its Victory Capital Holdings share count unchanged in Q2 2026.
  • Victory Capital Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1378 holding.
  • Bogart Wealth LLC first reported a position in Victory Capital Holdings in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Victory Capital Holdings position peaked at $5.24K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.