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Dogwood Wealth Management’s Victory Capital Holdings VCTR Stock Holding History

Dogwood 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 		$2.02K Hold
24
– – ﹤0.01% 665
2026
Q1 		$1.57K Hold
24
– – ﹤0.01% 687
2025
Q4 		$1.51K Sell
24
-43
-64% -$2.74K ﹤0.01% 599
2025
Q3 		$4.34K Hold
67
– – ﹤0.01% 423
2025
Q2 		$4.32K Buy
+67
New +$4.03K ﹤0.01% 481

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

Dogwood Wealth Management's VCTR Position: Q2 2026 in Review

Dogwood Wealth Management held its Victory Capital Holdings (VCTR) position steady in Q2 2026 at 24 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Dogwood Wealth Management first reported a position in VCTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.34K in Q3 2025. 355 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • Dogwood Wealth Management held 24 shares of Victory Capital Holdings worth $2.02K as of Q2 2026.
  • Dogwood Wealth Management left its Victory Capital Holdings share count unchanged in Q2 2026.
  • Victory Capital Holdings made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #665 holding.
  • Dogwood Wealth Management first reported a position in Victory Capital Holdings in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Victory Capital Holdings position peaked at $4.34K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.