Advisory Services Network’s Virtus Investment Partners VRTS Stock Holding History

Advisory Services Network’s Portfolio VRTS Stock Details VRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-32	Closed	-$4.36K	–	4559
2026 Q1	$4.36K	Buy	+32	New	+$4.72K	﹤0.01%	3911
2025 Q4	–	Sell	-5	Closed	-$950	–	4184
2025 Q3	$950	Buy	+5	New	+$984	﹤0.01%	3940
2021 Q3	–	Sell	-5	Closed	-$1K	–	3189
2021 Q2	$1K	Buy	+5	New	+$1.35K	﹤0.01%	3523
2021 Q1	–	Sell	-19	Closed	-$4K	–	2913
2020 Q4	$4K	Buy	19 +14	+280%	+$2.54K	﹤0.01%	2822
2020 Q3	$1K	Buy	+5	New	+$677	﹤0.01%	3424
2020 Q2	–	Sell	-5	Closed	–	–	2701
2020 Q1	$0	Buy	+5	New	+$564	﹤0.01%	3301
2017 Q3	–	Sell	-10	Closed	-$1K	–	2429
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	2246
2017 Q1	$1K	Buy	+10	New	+$1.12K	﹤0.01%	2135
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	1931
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	1783
2016 Q1	$1K	Hold	10	–	–	﹤0.01%	1622
2015 Q4	$1K	Buy	+10	New	+$1.2K	﹤0.01%	1470

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's VRTS Position: Q2 2026 in Review

Advisory Services Network sold out of Virtus Investment Partners (VRTS) in Q2 2026, closing a stake of 32 shares — an estimated $4.36K sold.

Advisory Services Network first reported a position in VRTS in Q4 2015 and held it in 12 quarters. The position peaked at $4.36K in Q1 2026. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Advisory Services Network reported no remaining Virtus Investment Partners position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 32 Virtus Investment Partners shares in Q2 2026, an estimated $4.36K.
Advisory Services Network first reported a position in Virtus Investment Partners in Q4 2015 and held it in 12 quarters.
Advisory Services Network's Virtus Investment Partners position peaked at $4.36K in Q1 2026.
235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.