Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VICTORY PORTFOLIOS II (VFLO)

229 + 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
↑ +23
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — VFLO

Based on 229 hedge funds · latest filing: 2025 Q4 · 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
229 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 — +60% more funds vs a year ago

fund count last 6Q
+86 new funds entered over the past year (+60% 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 — 64% buying

147 buying81 selling
Last quarter: 147 funds were net buyers (36 opened a brand new position + 111 added to an existing one). Only 81 were sellers (68 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new VFLO position: 48 → 37 → 28 → 36. 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

■ 3% conviction (2yr+) ■ 61% medium ■ 35% new
Only 8 funds (3%) 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.
📊

Peak discovery — momentum slowing

59 → 48 → 37 → 28 → 36 new funds/Q
New funds entering each quarter: 48 → 37 → 28 → 36. VFLO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 65% of holders entered in last year

■ 3% veterans ■ 32% 1-2yr ■ 65% new
Of 229 current holders: 148 (65%) entered in the past year, only 7 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
17 of 229 holders are among the 100 largest funds by AUM, controlling 52% 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 6 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: VFLO
2026 Q1 Stats Unlock in 17 days 229 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 229 206 11.17%
13F Shares 112M 108M 3.07%
Total Value $4.40B $4.07B 8.3%
New Positions 36 28 +8
Increased Positions 111 101 +10
Closed Positions 13 20 -7
Reduced Positions 68 64 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VFLO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

229 + investors

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

Top 25 institutional holders of VFLO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TRAPHAGEN INVESTMENT ADVISORS LLC 6.98% 2,181,802 $86.1M
2 Goldstein Advisors, LLC 6.76% 1,540,805 $60.8M
3 Sowa Financial Group, Inc. 6.28% 320,901 $12.7M
4 Financial Designs Corp 4.95% 225,352 $8.9M
5 Landmark Wealth Management, LLC 4.76% 450,707 $17.8M
6 GERBER, LLC 4.20% 190,632 $7.5M
7 RVW Wealth, LLC 3.08% 1,000,618 $39.5M
8 Financial Enhancement Group LLC 2.42% 468,187 $19.6M
9 Boyce & Associates Wealth Consulting, Inc. 2.40% 80,403 $3.2M
10 Krilogy Financial LLC 2.24% 1,689,273 $69.6M
11 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 2.22% 83,632 $3.3M
12 Weil Company, Inc. 2.19% 247,065 $9.8M
13 Financial Guidance Group, Inc. 2.14% 134,919 $5.3M
14 OneAscent Wealth Management LLC 1.86% 142,604 $5.6M
15 Omnitrust Wealth Management, Inc 1.75% 34,324 $1.4M
16 CAP Partners, LLC 1.71% 76,518 $3.0M
17 Ledyard National Bank 1.62% 474,117 $18.7M
18 Axis Wealth Partners, LLC 1.57% 74,952 $3.0M
19 Legacy Financial Advisors, Inc. 1.45% 262,945 $10.4M
20 KENNEDY INVESTMENT GROUP, INC. 1.30% 83,920 $3.3M
21 Trademark Financial Management, LLC 1.20% 62,074 $2.5M
22 Beacon Capital Management, Inc. 1.18% 530,264 $20.9M
23 Composition Wealth, LLC 1.17% 2,166,552 $85.5M
24 Comprehensive Financial Planning, Inc./PA 1.17% 42,806 $1.7M
25 Stonebridge Financial Group, LLC / MO 1.13% 34,001 $1.3M
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 — 64% buying: Last quarter: 147 funds were net buyers (36 opened a brand new position + 111 added to an existing one). Only 81 were sellers (68 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VFLO holders?

Elite ownership — 52% AUM from top-100 funds: 17 of 229 holders are among the 100 largest funds by AUM, controlling 52% 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 8 funds (3%) 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.

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.