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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
Q1 		$0 Buy
+4
New +$590 ﹤0.01% 1625

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Avion Wealth's VRTS Position: Q1 2026 in Review

Avion Wealth opened a new position in Virtus Investment Partners (VRTS) in Q1 2026: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1625 among its holdings.

237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Avion Wealth held 4 shares of Virtus Investment Partners worth $0 as of Q1 2026.
  • Virtus Investment Partners was a new Avion Wealth position in Q1 2026.
  • Virtus Investment Partners made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1625 holding.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.