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 Q2	$574	Hold	4	–	–	﹤0.01%	1687
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bell Investment Advisors's VRTS Position: Q2 2026 in Review

Bell Investment Advisors held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 4 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Bell Investment Advisors first reported a position in VRTS in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.71K in Q1 2024. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Bell Investment Advisors held 4 shares of Virtus Investment Partners worth $574 as of Q2 2026.
Bell Investment Advisors left its Virtus Investment Partners share count unchanged in Q2 2026.
Virtus Investment Partners made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1687 holding.
Bell Investment Advisors first reported a position in Virtus Investment Partners in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Virtus Investment Partners position peaked at $4.71K in Q1 2024.
234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.