VFG
TILT icon

Victory Financial Group’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Victory Financial Group’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$889K Buy
3,685
+559
+18% +$140K 0.11% 133
2025
Q4 		$777K Buy
3,126
+471
+18% +$116K 0.1% 141
2025
Q3 		$643K Buy
+2,655
New +$620K 0.09% 122

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Victory Financial Group's TILT Position: Q1 2026 in Review

Victory Financial Group increased its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) stake by 18% in Q1 2026, buying an estimated $140K and bringing the position to 3,685 shares worth $889K. The position accounts for 0.11% of the portfolio, ranked #133.

Victory Financial Group first reported a position in TILT in Q3 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

  • Victory Financial Group held 3,685 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $889K as of Q1 2026.
  • Victory Financial Group bought 559 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q1 2026, an estimated $140K.
  • FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.11% of Victory Financial Group's portfolio in Q1 2026, its #133 holding.
  • Victory Financial Group first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.