Bell Investment Advisors’s Virtus Investment Partners VRTS Stock Holding History

Bell Investment 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	$538	Buy	+4	New	+$590	﹤0.01%	1710
2025 Q4	–	Sell	-3	Closed	-$571	–	1954
2025 Q3	$571	Hold	3	–	–	﹤0.01%	1727
2025 Q2	$545	Sell	3 -11	-79%	-$1.83K	﹤0.01%	1745
2025 Q1	$2.41K	Sell	14 -1	-7%	-$191	﹤0.01%	1239
2024 Q4	$3.31K	Hold	15	–	–	﹤0.01%	1125
2024 Q3	$3.14K	Hold	15	–	–	﹤0.01%	1162
2024 Q2	$3.39K	Sell	15 -4	-21%	-$910	﹤0.01%	1114
2024 Q1	$4.71K	Buy	19 +5	+36%	+$1.19K	﹤0.01%	956
2023 Q4	$3.38K	Sell	14 -9	-39%	-$1.8K	﹤0.01%	1089
2023 Q3	$4.65K	Buy	23 +14	+156%	+$2.85K	﹤0.01%	846
2023 Q2	$1.78K	Buy	9 +3	+50%	+$567	﹤0.01%	1360
2023 Q1	$1.14K	Sell	6 -7	-54%	-$1.42K	﹤0.01%	1503
2022 Q4	$2.49K	Buy	13 +10	+333%	+$1.79K	﹤0.01%	1171
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1974
2022 Q2	$1K	Buy	+3	New	+$566	﹤0.01%	1651
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	1657
2021 Q3	$1K	Buy	+2	New	+$594	﹤0.01%	1609

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

Bell Investment Advisors's VRTS Position: Q1 2026 in Review

Bell Investment Advisors opened a new position in Virtus Investment Partners (VRTS) in Q1 2026: 4 shares worth $538. The stake represents ﹤0.01% of the portfolio and ranks #1710 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in VRTS as recently as Q3 2025.

Bell Investment Advisors first reported a position in VRTS in Q3 2021 and has held it in 17 quarters since. The position peaked at $4.71K in Q1 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

Bell Investment Advisors held 4 shares of Virtus Investment Partners worth $538 as of Q1 2026.
Virtus Investment Partners was a new Bell Investment Advisors position in Q1 2026.
Virtus Investment Partners made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1710 holding.
Bell Investment Advisors first reported a position in Virtus Investment Partners in Q3 2021 and has held it in 17 quarters since.
Bell Investment Advisors's Virtus Investment Partners position peaked at $4.71K in Q1 2024.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.