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

Ameritas Advisory Services’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
2025
Q4 		– Sell
-115
Closed -$21.9K – 2093
2025
Q3 		$21.9K Hold
115
– – ﹤0.01% 1407
2025
Q2 		$20.9K Buy
+115
New +$19.1K ﹤0.01% 1723
2023
Q2 		– Sell
-121
Closed -$23.1K – 2478
2023
Q1 		$23.1K Buy
+121
New +$24.5K ﹤0.01% 1570

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameritas Advisory Services's VRTS Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Virtus Investment Partners (VRTS) in Q4 2025, closing a stake of 115 shares — an estimated $21.9K sold.

Ameritas Advisory Services first reported a position in VRTS in Q1 2023 and held it in 3 quarters. The position peaked at $23.1K in Q1 2023. 235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Virtus Investment Partners position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 115 Virtus Investment Partners shares in Q4 2025, an estimated $21.9K.
  • Ameritas Advisory Services first reported a position in Virtus Investment Partners in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Virtus Investment Partners position peaked at $23.1K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.