Annis Gardner Whiting Capital Advisors’s Virtus Investment Partners VRTS Stock Holding History

Annis Gardner Whiting Capital Advisors’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	-7	Closed	-$941	–	1230
2026 Q1	$941	Hold	7	–	–	﹤0.01%	1158
2025 Q4	$1.14K	Sell	7 -5	-42%	-$845	﹤0.01%	1031
2025 Q3	$2.28K	Hold	12	–	–	﹤0.01%	866
2025 Q2	$2.18K	Buy	+12	New	+$2K	﹤0.01%	948
2025 Q1	–	Sell	-7	Closed	-$1.54K	–	828
2024 Q4	$1.54K	Hold	7	–	–	﹤0.01%	704
2024 Q3	$1.47K	Hold	7	–	–	﹤0.01%	721
2024 Q2	$1.58K	Buy	+7	New	+$1.59K	﹤0.01%	867

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's VRTS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Virtus Investment Partners (VRTS) in Q2 2026, closing a stake of 7 shares — an estimated $941 sold.

Annis Gardner Whiting Capital Advisors first reported a position in VRTS in Q2 2024 and held it in 7 quarters. The position peaked at $2.28K in Q3 2025. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Virtus Investment Partners position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 7 Virtus Investment Partners shares in Q2 2026, an estimated $941.
Annis Gardner Whiting Capital Advisors first reported a position in Virtus Investment Partners in Q2 2024 and held it in 7 quarters.
Annis Gardner Whiting Capital Advisors's Virtus Investment Partners position peaked at $2.28K in Q3 2025.
234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.