Global Retirement Partners, LLC VSMV — VICTORY PORTFOLIOS II

Ownership history in Global Retirement Partners, LLC  ·  4 quarters on record

AI Ownership Summary

Global Retirement Partners, LLC reported VICTORY PORTFOLIOS II (VSMV) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows VSMV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VSMV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Retirement Partners, LLC's position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VSMV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VSMV stock page Global Retirement Partners, LLC fund profile Global Retirement Partners, LLC full holdings
How Global Retirement Partners, LLC held VSMV — position size vs. price
% of Fund (quarterly)    VSMV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,483 -434 -14.9% 0.00% $148K 2026-08-06 $60.39
2025 Q4 ADDED — — — 2,917 +226 +8.4% 0.00% $161K 2026-02-06 $57.63
2025 Q3 REDUCED 10.1% +4.3% ❌ 2,691 -301 -10.1% 0.00% $144K 2025-10-21 $53.46
2025 Q2 INITIATED — — — 2,992 — — 0.00% $147K 2025-08-12 $49.80

🏢 Other funds also holding VSMV

As of 2026 Q2 — sorted by position size

Sovereign Financial Group, Inc. 3Y 0.15% One Degree Advisors Inc 0.11% Trilogy Capital Inc. 3Y 7Y 0.05% LexAurum Advisors, LLC 3Y 7Y 0.05% VICTORY CAPITAL MANAGEMENT INC 3Y 7Y 0.01% Dakota Wealth Management 3Y 7Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.0% Abound Wealth Management 0.0% LPL Financial LLC 3Y 7Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0%

FAQ About Global Retirement Partners, LLC and VSMV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Retirement Partners, LLC reported owning VSMV?

Global Retirement Partners, LLC reported VSMV across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported VSMV position in Global Retirement Partners, LLC's portfolio?

The largest reported portfolio weight for VSMV was 0.00% in 2025 Q2.

What is the latest reported VSMV position on this page?

The most recent filing on this page is 2026 Q2, when Global Retirement Partners, LLC reported 2,483 shares, equal to 0.00% of portfolio, with an estimated market value of $148K.

What does the chart on this VSMV ownership page compare?

The chart compares Global Retirement Partners, LLC's quarterly VSMV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Retirement Partners, LLC time their VSMV position?

Based on 13F filing dates vs. subsequent VSMV price moves, Global Retirement Partners, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on VSMV relative to SPY over the holding period was +0.3%.

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