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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's VRTS Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 7 shares worth $941. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Annis Gardner Whiting Capital Advisors first reported a position in VRTS in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.28K in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 7 shares of Virtus Investment Partners worth $941 as of Q1 2026.
Annis Gardner Whiting Capital Advisors left its Virtus Investment Partners share count unchanged in Q1 2026.
Virtus Investment Partners made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1158 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Virtus Investment Partners in Q2 2024 and has held it in 7 quarters since.
Annis Gardner Whiting Capital Advisors's Virtus Investment Partners position peaked at $2.28K in Q3 2025.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.