Avion Wealth’s Virtus Investment Partners VRTS Stock Holding History

Avion Wealth’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	$0	Hold	4	–	–	﹤0.01%	1767
2026 Q1	$0	Buy	+4	New	+$590	﹤0.01%	1625

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

Avion Wealth's VRTS Position: Q2 2026 in Review

Avion Wealth held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Avion Wealth first reported a position in VRTS in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Avion Wealth held 4 shares of Virtus Investment Partners worth $0 as of Q2 2026.
Avion Wealth left its Virtus Investment Partners share count unchanged in Q2 2026.
Virtus Investment Partners made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1767 holding.
Avion Wealth first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 2 quarters since.
235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.