Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (VSDA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — VSDA

Based on 48 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VSDA 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
48 hedge funds hold VSDA 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

20 buying18 selling
Last quarter: 20 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 7 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 23% medium ■ 15% new
30 out of 48 hedge funds have held VSDA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

8 → 4 → 5 → 7 → 7 new funds/Q
New funds entering each quarter: 4 → 5 → 7 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Of 48 current holders: 33 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
9 of 48 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — VSDA

In 2026 Q1, 20 hedge funds were net buyers of VSDA (7 opened a new position, 13 added to an existing one), while 18 reduced or exited (15 trimmed, 3 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 20% of total institutional value in VSDA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 48.

Hedge Fund Ownership: VSDA

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

Market Analysis: VSDA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VSDA

-- --

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

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

Signal Freshness measures how much VSDA 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
VSDA
+4.4%
SPY
+13.9%

VSDA outperformed SPY by -9.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
VSDA
+3.9%
SPY
+0.2%

Since the filing became public, VSDA outperformed SPY by +3.7% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: VSDA
48 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 48 44 9.09%
13F Shares 3M 2M 23.65%
Total Value $149M $124M 20.56%
New Positions 7 7 -
Increased Positions 13 19 -6
Closed Positions 3 5 -2
Reduced Positions 15 10 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VSDA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

48 + investors

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

QUARTER:
Top 25 VSDA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Investors Research Corp 3.14% 301,036 $16.4M
2 Great Valley Advisor Group, INC. 0.82% 824,123 $44.9M
3 DDD Partners, LLC 0.42% 110,966 $6.0M
4 Athena Wealth Management, LLC 0.35% 6,918 $365K
5 Pinnacle Financial Partners, Inc. 0.24% 571,726 $31.2M
6 Gladstone Institutional Advisory LLC 0.20% 97,292 $5.3M
7 Invariant Investment Management 0.18% 5,160 $288K
8 QTR Family Wealth, LLC 0.17% 7,131 $397K
9 Landmark Wealth Management, LLC 0.15% 10,211 $557K
10 Money Concepts Capital Corp 0.11% 35,497 $1.9M
11 Keystone Financial Group 0.09% 23,890 $1.3M
12 Hilltop Holdings Inc. 0.03% 5,934 $323K
13 Strategic Blueprint, LLC 0.03% 8,274 $451K
14 Apella Capital, LLC 0.01% 15,452 $867K
15 Focus Financial Network, Inc. 0.01% 4,171 $227K
16 Integrated Wealth Concepts LLC 0.01% 14,716 $802K
17 Cetera Investment Advisers 0.00% 59,906 $3.3M
18 Abound Wealth Management 0.00% 276 $15K
19 Private Trust Co NA 0.00% 541 $29K
20 WPG Advisers, LLC 0.00% 65 $4K
21 Sunbelt Securities, Inc. 0.00% 575 $31K
22 Western Wealth Management, LLC 0.00% 930 $51K
23 Allworth Financial LP 0.00% 8,217 $448K
24 LPL Financial LLC 0.00% 122,015 $6.6M
25 Advisory Services Network, LLC 0.00% 2,195 $120K
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 (VSDA)

What does the Smart Money Trend signal show for VSDA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VSDA 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 VSDA?

Slight buying edge — 53% buying: Last quarter: 20 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VSDA holders?

Strong quality — 20% AUM from major funds: 9 of 48 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VSDA?

62% of holders stayed for 2+ years: 30 out of 48 hedge funds have held VSDA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, VSDA has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), VSDA has gained +4.4% 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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