Victoryshares Core Plus Bond (UBND)

CUSIP: 92647X863 | NYSE | 76 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Annex Advisory Services, LLC13,956,506

4.7% of portfolio$288.3M

Retirement Planning Group, LLC8,889,916

4.6% of portfolio$183.6M

Cahaba Wealth Management, Inc.8,858,585

11.0% of portfolio$183.0M

1900 Wealth Management LLC4,783,130

5.4% of portfolio$98.8M

Goldstein Advisors, LLC2,197,698

4.0% of portfolio$45.4M

Truist Financial Corp1,929,420

0.0% of portfolio$39.9M

Correct Capital Wealth Management1,231,152

4.3% of portfolio$25.4M

AlphaCore Capital LLC347,428

0.1% of portfolio$7.2M

Landmark Wealth Management, Inc.208,036

1.4% of portfolio$4.3M

Daymark Wealth Partners, LLC131,945

0.1% of portfolio$2.7M

Redw Wealth LLC93,060

0.7% of portfolio$1.9M

LexAurum Advisors, LLC39,605

0.1% of portfolio$818.0K

Huntleigh Advisors, Inc.35,677

0.1% of portfolio$736.9K

Juncture Wealth Strategies, LLC31,741

0.2% of portfolio$655.6K

Trademark Financial Management, LLC30,023

0.3% of portfolio$620.1K

Clarity Asset Management, Inc.19,000

0.2% of portfolio$392.5K

Vise Technologies, Inc.14,465

0.0% of portfolio$298.8K

Indivisible Partners13,279

0.0% of portfolio$274.3K

Wealth Enhancement Advisory Services, LLC11,244

0.0% of portfolio$231.9K

Fifth Third Bancorp3,627

0.0% of portfolio$74.9K

Private Trust Co NA3,339

0.0% of portfolio$69.0K

Comprehensive Financial Planning, Inc.468

0.0% of portfolio$9.7K

				Style	Turnover	Location	Filed
Annex Advisory Services, LLC	13,956,506	$288.3M	4.7%	Growth	High	Brookfield, WI	2026-10-16
Retirement Planning Group, LLC	8,889,916	$183.6M	4.6%	ETF	Very Low	Leawood, KS	2026-10-19
Cahaba Wealth Management, Inc.	8,858,585	$183.0M	11.0%	ETF	Very Low	Atlanta, GA	2026-10-26
1900 Wealth Management LLC	4,783,130	$98.8M	5.4%	ETF	Low	San Antonio, TX	2026-10-13
Goldstein Advisors, LLC	2,197,698	$45.4M	4.0%	ETF	Medium	Madison, WI	2026-10-15
Truist Financial Corp	1,929,420	$39.9M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Correct Capital Wealth Management	1,231,152	$25.4M	4.3%	ETF	Medium	Clayton, MO	2026-11-02
AlphaCore Capital LLC	347,428	$7.2M	0.1%	ETF	Low	La Jolla, CA	2026-11-04
Landmark Wealth Management, Inc.	208,036	$4.3M	1.4%	ETF	Low	Normal, IL	2026-11-04
Daymark Wealth Partners, LLC	131,945	$2.7M	0.1%	Core	Low	Cincinnati, OH	2026-11-04
Redw Wealth LLC	93,060	$1.9M	0.7%	ETF	Low	Albuquerque, NM	2026-11-02
LexAurum Advisors, LLC	39,605	$818.0K	0.1%	ETF	Low	Overland Park, KS	2026-10-19
Huntleigh Advisors, Inc.	35,677	$736.9K	0.1%	Growth	Medium	St. Louis, MO	2026-11-03
Juncture Wealth Strategies, LLC	31,741	$655.6K	0.2%	ETF	Low	Scottsdale, AZ	2026-10-06
Trademark Financial Management, LLC	30,023	$620.1K	0.3%	ETF	Medium	Bloomington, MN	2026-10-23
Clarity Asset Management, Inc.	19,000	$392.5K	0.2%	ETF	High	Ames, IA	2026-10-14
Vise Technologies, Inc.	14,465	$298.8K	0.0%	Index	Low	New York, NY	2026-10-29
Indivisible Partners	13,279	$274.3K	0.0%	Growth	Medium	Clearwater, FL	2026-10-26
Wealth Enhancement Advisory Services, LLC	11,244	$231.9K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Fifth Third Bancorp	3,627	$74.9K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Private Trust Co NA	3,339	$69.0K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Comprehensive Financial Planning, Inc.	468	$9.7K	0.0%	Agg Growth	Low	East Petersburg, PA	2026-10-27