Ameritas Advisory Services
VRTS icon

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
2026
Q3 		$15.6K Buy
118
+1
+0.9% +$156 ﹤0.01% 1438
2026
Q2 		$16.8K Buy
+117
New +$16.5K ﹤0.01% 1403
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

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State Street
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Vanguard Portfolio Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Ameritas Advisory Services's VRTS Position: Q3 2026 in Review

Ameritas Advisory Services increased its Virtus Investment Partners (VRTS) stake by 0.85% in Q3 2026, buying an estimated $156 and bringing the position to 118 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Ameritas Advisory Services first reported a position in VRTS in Q1 2023 and has held it in 5 quarters since. The position peaked at $23.1K in Q1 2023. 170 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

  • Ameritas Advisory Services held 118 shares of Virtus Investment Partners worth $15.6K as of Q3 2026.
  • Ameritas Advisory Services bought 1 Virtus Investment Partners share in Q3 2026, an estimated $156.
  • Virtus Investment Partners made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #1438 holding.
  • Ameritas Advisory Services first reported a position in Virtus Investment Partners in Q1 2023 and has held it in 5 quarters since.
  • Ameritas Advisory Services's Virtus Investment Partners position peaked at $23.1K in Q1 2023.
  • 170 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.