Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (VFLO)

272 + Investors. Track Smart Money conviction in VFLO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — VFLO

Based on 280 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added VFLO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
280 hedge funds hold VFLO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +51% more funds vs a year ago

fund count last 6Q
+95 new funds entered over the past year (+51% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

197 buying71 selling
Last quarter: 197 funds were net buyers (48 opened a brand new position + 149 added to an existing one). Only 71 were sellers (58 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new VFLO position: 39 → 33 → 42 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 35% entered in last year

■ 8% conviction (2yr+) ■ 57% medium ■ 35% new
Only 22 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

50 → 39 → 33 → 42 → 48 new funds/Q
New funds entering each quarter: 39 → 33 → 42 → 48. A growing number of institutions are discovering VFLO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 4% veterans, 54% new entrants

■ 4% veterans ■ 41% 1-2yr ■ 54% new
Of 280 current holders: 12 (4%) held 2+ years, 116 held 1–2 years, 152 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
19 of 280 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in VFLO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VFLO

In 2026 Q1, 197 hedge funds were net buyers of VFLO (48 opened a new position, 149 added to an existing one), while 71 reduced or exited (58 trimmed, 13 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in VFLO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 280.

Hedge Fund Ownership: VFLO

How many hedge funds hold VFLO — quarterly history vs. share price
Quarterly hedge fund ownership of VFLO vs. share price

Market Analysis: VFLO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VFLO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Victory Portfolios II (VFLO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VFLO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
VFLO
+14.8%
SPY
+13.9%

VFLO outperformed SPY by +0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
VFLO
+6.8%
SPY
+0.2%

Since the filing became public, VFLO outperformed SPY by +6.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 9 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: VFLO
272 + Investors

Track Smart Money conviction in VFLO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 272 245 11.02%
13F Shares 130M 113M 15.66%
Total Value $5.12B $4.43B 15.39%
New Positions 44 42 +2
Increased Positions 146 117 +29
Closed Positions 17 14 +3
Reduced Positions 57 70 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VFLO

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Financial Highlights

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Institutional Holders (2026 Q1)

272 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VFLO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VFLO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wilkerson Advisory Group LLC 7.94% 585,147 $23.1M
2 Curry Webb Wealth Management LLC 7.30% 391,553 $15.5M
3 Traphagen Investment Advisors LLC 6.98% 2,181,802 $86.1M
4 Goldstein Advisors, LLC 6.76% 1,540,805 $60.8M
5 Sowa Financial Group, Inc. 6.28% 320,901 $12.7M
6 Adapt Wealth Advisors, LLC 6.01% 420,502 $16.6M
7 Financial Designs Corp 4.95% 225,352 $8.9M
8 Landmark Wealth Management, LLC 4.76% 450,707 $17.8M
9 Gerber, LLC 4.20% 190,632 $7.5M
10 Atlantic Family Wealth, LLC 3.88% 136,165 $5.4M
11 Clarity Asset Management, Inc. 3.73% 186,548 $7.4M
12 Marble Wealth, LLC 3.22% 466,127 $18.4M
13 RVW Wealth, LLC 3.08% 1,000,618 $39.5M
14 Keystone Financial Group 2.92% 1,079,697 $42.6M
15 Financial Enhancement Group LLC 2.42% 468,187 $19.6M
16 Boyce & Associates Wealth Consulting, Inc. 2.40% 80,403 $3.2M
17 StoneX Group Inc. 2.25% 1,056,800 $41.7M
18 Krilogy Financial LLC 2.24% 1,689,273 $69.6M
19 Northeast Planning Associates, INC. / Nh / 2.22% 83,632 $3.3M
20 Weil Company, Inc. 2.19% 247,065 $9.8M
21 Financial Guidance Group, Inc. 2.14% 134,919 $5.3M
22 CFO4Life Group, LLC 2.12% 352,701 $13.9M
23 OneAscent Wealth Management LLC 1.86% 142,604 $5.6M
24 Kickstand Ventures, LLC. 1.80% 216,522 $8.5M
25 Omnitrust Wealth Management, Inc 1.75% 34,324 $1.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Victory Portfolios II (VFLO)

What does the Smart Money Trend signal show for VFLO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added VFLO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VFLO?

More buyers than sellers — 74% buying: Last quarter: 197 funds were net buyers (48 opened a brand new position + 149 added to an existing one). Only 71 were sellers (58 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VFLO holders?

Elite ownership — 57% AUM from top-100 funds: 19 of 280 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in VFLO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VFLO?

Mostly new holders — 35% entered in last year: Only 22 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Victory Portfolios II (VFLO) following the 2026 Q1 hedge fund 13F filings?

As of today, VFLO has moved +6.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +6.6%. Since the quarter end (March 31, 2026), VFLO has gained +14.8% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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