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Brooklyn Investment Group’s Virtus Investment Partners VRTS Stock Holding History

Brooklyn Investment Group’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
Q3 		– Sell
-24
Closed -$4.35K – 2650
2025
Q2 		$4.35K Buy
24
+19
+380% +$3.16K ﹤0.01% 2535
2025
Q1 		$862 Buy
+5
New +$955 ﹤0.01% 2385

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State Street
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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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Brooklyn Investment Group's VRTS Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Virtus Investment Partners (VRTS) in Q3 2025, closing a stake of 24 shares — an estimated $4.35K sold.

Brooklyn Investment Group first reported a position in VRTS in Q1 2025 and held it in 2 quarters. The position peaked at $4.35K in Q2 2025. 229 funds tracked by Wall St. Rank hold VRTS as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Virtus Investment Partners position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 24 Virtus Investment Partners shares in Q3 2025, an estimated $4.35K.
  • Brooklyn Investment Group first reported a position in Virtus Investment Partners in Q1 2025 and held it in 2 quarters.
  • Brooklyn Investment Group's Virtus Investment Partners position peaked at $4.35K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.