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Cassaday & Co Wealth Management’s Victory Capital Holdings VCTR Stock Holding History

Cassaday & Co Wealth Management’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 		$51.9K Sell
617
-90
-13% -$7.24K ﹤0.01% 616
2026
Q1 		$46.3K Buy
+707
New +$49.3K ﹤0.01% 626

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

Cassaday & Co Wealth Management's VCTR Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Victory Capital Holdings (VCTR) stake by 13% in Q2 2026, selling an estimated $7.24K and leaving 617 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Cassaday & Co Wealth Management first reported a position in VCTR in Q1 2026 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Cassaday & Co Wealth Management held 617 shares of Victory Capital Holdings worth $51.9K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 90 Victory Capital Holdings shares in Q2 2026, an estimated $7.24K.
  • Victory Capital Holdings made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #616 holding.
  • Cassaday & Co Wealth Management first reported a position in Victory Capital Holdings in Q1 2026 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.