VFLO — VICTORY PORTFOLIOS II

Ownership history in GERBER, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which GERBER, LLC reported a position in VICTORY PORTFOLIOS II (VFLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.32% (2025 Q4)
Avg. % of fund
1.32%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 60,134 — — 1.32% $2.4M $39.33
% of Fund (quarterly)    VFLO price (monthly, adj. close)

Other funds also holding VFLO

As of 2025 Q4 — sorted by position size

Goldstein Advisors, LLC 3Y 9.35% TRAPHAGEN INVESTMENT ADVISORS LLC 7.75% Vantage Financial Partners, LLC 3Y 6.42% ADAPT WEALTH ADVISORS, LLC 5.67% Landmark Wealth Management, LLC 3Y 5.48% Financial Designs Corp 5.06% Atlas Wealth LLC 3Y 4.61% Keystone Financial Group 3Y 7Y 3.05% RVW Wealth, LLC 3Y 2.95% Financial Enhancement Group LLC 3Y 7Y 2.32%
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