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Brandywine Global Investment Management’s Virtus Investment Partners VRTS Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		$2.27M Sell
13,890
-400
-3% -$67.6K 0.02% 464
2025
Q3 		$2.72M Buy
14,290
+697
+5% +$137K 0.02% 450
2025
Q2 		$2.47M Sell
13,593
-500
-4% -$83.2K 0.02% 464
2025
Q1 		$2.43M Sell
14,093
-605
-4% -$116K 0.02% 446
2024
Q4 		$3.24M Sell
14,698
-601
-4% -$137K 0.02% 427
2024
Q3 		$3.26M Sell
15,299
-400
-3% -$85.7K 0.02% 474
2024
Q2 		$3.55M Sell
15,699
-740
-5% -$168K 0.03% 468
2024
Q1 		$4.08M Sell
16,439
-110
-0.7% -$26.1K 0.03% 443
2023
Q4 		$4M Sell
16,549
-1,663
-9% -$332K 0.03% 439
2023
Q3 		$3.68M Sell
18,212
-282
-2% -$57.4K 0.03% 433
2023
Q2 		$3.65M Buy
18,494
+12
+0.1% +$2.27K 0.03% 440
2023
Q1 		$3.52M Sell
18,482
-31
-0.2% -$6.27K 0.03% 467
2022
Q4 		$3.54M Sell
18,513
-564
-3% -$101K 0.03% 459
2022
Q3 		$3.04M Sell
19,077
-609
-3% -$117K 0.03% 458
2022
Q2 		$3.37M Sell
19,686
-1,057
-5% -$200K 0.03% 441
2022
Q1 		$4.98M Buy
20,743
+827
+4% +$209K 0.04% 394
2021
Q4 		$5.92M Hold
19,916
– – 0.04% 369
2021
Q3 		$6.18M Sell
19,916
-1,641
-8% -$487K 0.05% 346
2021
Q2 		$5.99M Sell
21,557
-753
-3% -$204K 0.04% 386
2021
Q1 		$5.25M Sell
22,310
-1,108
-5% -$267K 0.04% 403
2020
Q4 		$5.08M Sell
23,418
-80
-0.3% -$14.5K 0.04% 382
2020
Q3 		$3.26M Buy
23,498
+8,255
+54% +$1.12M 0.03% 394
2020
Q2 		$1.77M Buy
15,243
+5,982
+65% +$560K 0.02% 464
2020
Q1 		$705K Sell
9,261
-639
-6% -$72.1K 0.01% 533
2019
Q4 		$1.22M Buy
9,900
+9,899
+989,900% +$1.1M 0.01% 561
2019
Q3 		$1K Buy
+1
New +$108 ﹤0.01% 823
2018
Q4 		– Sell
-3,620
Closed -$412K – 899
2018
Q3 		$412K Buy
+3,620
New +$460K ﹤0.01% 596

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brandywine Global Investment Management's VRTS Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Virtus Investment Partners (VRTS) stake by 2.8% in Q4 2025, selling an estimated $67.6K and leaving 13,890 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #464.

Brandywine Global Investment Management first reported a position in VRTS in Q3 2018 and has held it in 27 quarters since. The position peaked at $6.18M in Q3 2021. 235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

  • Brandywine Global Investment Management held 13,890 shares of Virtus Investment Partners worth $2.27M as of Q4 2025.
  • Brandywine Global Investment Management sold 400 Virtus Investment Partners shares in Q4 2025, an estimated $67.6K.
  • Virtus Investment Partners made up 0.02% of Brandywine Global Investment Management's portfolio in Q4 2025, its #464 holding.
  • Brandywine Global Investment Management first reported a position in Virtus Investment Partners in Q3 2018 and has held it in 27 quarters since.
  • Brandywine Global Investment Management's Virtus Investment Partners position peaked at $6.18M in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.