One Degree Advisors Inc VSMV — VICTORY PORTFOLIOS II

Ownership history in One Degree Advisors Inc  ·  9 quarters on record

AI Ownership Summary

One Degree Advisors Inc reported VICTORY PORTFOLIOS II (VSMV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.4% in 2024 Q1. The latest visible filing shows VSMV at 0.12% 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 One Degree Advisors Inc'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
2025 Q4

VSMV was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 One Degree Advisors Inc fund profile One Degree Advisors Inc full holdings
How One Degree Advisors Inc 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 8,181 +5 +0.1% 0.12% $452K 2026-02-14 (Est.) $58.03
2025 Q3 REDUCED 34.5% +4.3% ❌ 8,176 -4,314 -34.5% 0.13% $438K 2025-10-24 $53.75
2025 Q2 ADDED — — — 12,490 +355 +2.9% 0.22% $615K 2025-07-25 $49.82
2025 Q1 REDUCED 25.1% +2.2% ❌ 12,135 -4,068 -25.1% 0.24% $587K 2025-05-12 $48.07
2024 Q4 REDUCED — — — 16,203 -624 -3.7% 0.32% $798K 2025-02-13 $48.55
2024 Q3 REDUCED — — — 16,827 -798 -4.5% 0.34% $811K 2024-10-18 $48.17
2024 Q2 REDUCED — — — 17,625 -32 -0.2% 0.39% $800K 2024-08-09 $45.08
2024 Q1 ADDED — — — 17,657 +17 +0.1% 0.40% $799K 2024-05-03 $42.46
2023 Q4 INITIATED — — — 17,640 — — 0.39% $762K 2024-02-07 $42.19

🏢 Other funds also holding VSMV

As of 2026 Q1 — sorted by position size

Sovereign Financial Group, Inc. 3Y 0.17% LexAurum Advisors, LLC 3Y 7Y 0.06% Trilogy Capital Inc. 3Y 7Y 0.06% Abound Wealth Management 0.01% Private Advisor Group, LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% TRUIST FINANCIAL CORP 3Y 7Y 0.0%

FAQ About One Degree Advisors Inc and VSMV

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

How long has One Degree Advisors Inc reported owning VSMV?

One Degree Advisors Inc reported VSMV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VSMV position in One Degree Advisors Inc's portfolio?

The largest reported portfolio weight for VSMV was 0.40% in 2024 Q1.

What is the latest reported VSMV position on this page?

The most recent filing on this page is 2025 Q4, when One Degree Advisors Inc reported 8,181 shares, equal to 0.12% of portfolio, with an estimated market value of $452K.

What does the chart on this VSMV ownership page compare?

The chart compares One Degree Advisors Inc'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 One Degree Advisors Inc time their VSMV position?

Based on 13F filing dates vs. subsequent VSMV price moves, One Degree Advisors Inc correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on VSMV relative to SPY over the holding period was -1.0%.

← Back to One Degree Advisors Inc Holdings