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Basecamp Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

Basecamp Wealth 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 		$3.44K Buy
24
+10
+71% +$1.41K ﹤0.01% 1251
2026
Q1 		$1.88K Buy
14
+12
+600% +$1.77K ﹤0.01% 1415
2025
Q4 		$326 Buy
+2
New +$338 ﹤0.01% 1678

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Basecamp Wealth Advisors's VRTS Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Virtus Investment Partners (VRTS) stake by 71% in Q2 2026, buying an estimated $1.41K and bringing the position to 24 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Basecamp Wealth Advisors first reported a position in VRTS in Q4 2025 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Basecamp Wealth Advisors held 24 shares of Virtus Investment Partners worth $3.44K as of Q2 2026.
  • Basecamp Wealth Advisors bought 10 Virtus Investment Partners shares in Q2 2026, an estimated $1.41K.
  • Virtus Investment Partners made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1251 holding.
  • Basecamp Wealth Advisors first reported a position in Virtus Investment Partners in Q4 2025 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.