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Cherry Tree Wealth Management’s Victory Capital Holdings VCTR Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-33
Closed -$1.91K – 756
2025
Q1 		$1.91K Buy
+33
New +$2.09K ﹤0.01% 637

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Cherry Tree Wealth Management's VCTR Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Victory Capital Holdings (VCTR) in Q2 2025, closing a stake of 33 shares — an estimated $1.91K sold.

Cherry Tree Wealth Management first reported a position in VCTR in Q1 2025 and held it in 1 quarter. The position peaked at $1.91K in Q1 2025. 306 funds tracked by Wall St. Rank hold VCTR as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Victory Capital Holdings position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 33 Victory Capital Holdings shares in Q2 2025, an estimated $1.91K.
  • Cherry Tree Wealth Management first reported a position in Victory Capital Holdings in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Victory Capital Holdings position peaked at $1.91K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.