TWD
VCTR icon

True Wealth Design’s Victory Capital Holdings VCTR Stock Holding History

True Wealth Design’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 		$1.85K Sell
22
-6
-21% -$483 ﹤0.01% 1715
2026
Q1 		$1.83K Hold
28
– – ﹤0.01% 1587
2025
Q4 		$1.77K Buy
28
+5
+22% +$319 ﹤0.01% 1497
2025
Q3 		$1.49K Hold
23
– – ﹤0.01% 1592
2025
Q2 		$1.47K Sell
23
-1
-4% -$60 ﹤0.01% 1305
2025
Q1 		$1.39K Buy
+24
New +$1.52K ﹤0.01% 1146

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

True Wealth Design's VCTR Position: Q2 2026 in Review

True Wealth Design reduced its Victory Capital Holdings (VCTR) stake by 21% in Q2 2026, selling an estimated $483 and leaving 22 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

True Wealth Design first reported a position in VCTR in Q1 2025 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold VCTR as of Q2 2026.

  • True Wealth Design held 22 shares of Victory Capital Holdings worth $1.85K as of Q2 2026.
  • True Wealth Design sold 6 Victory Capital Holdings shares in Q2 2026, an estimated $483.
  • Victory Capital Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1715 holding.
  • True Wealth Design first reported a position in Victory Capital Holdings in Q1 2025 and has held it in 6 quarters since.
  • 355 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.