Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BAM
Bruderman Asset Management’s
Virtus Investment Partners
VRTS
Stock Holding History
Bruderman Asset Management’s Portfolio
VRTS Stock Details
VRTS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-5
Closed
–
–
554
2019
Q1
$0
Hold
5
–
–
﹤0.01%
698
2018
Q4
$0
Hold
5
–
–
﹤0.01%
688
2018
Q3
$1K
Hold
5
–
–
﹤0.01%
344
2018
Q2
$1K
Hold
5
–
–
﹤0.01%
363
2018
Q1
$1K
Buy
+5
New
+$633
﹤0.01%
346
2017
Q3
–
Sell
-5
Closed
-$1K
–
314
2017
Q2
$1K
Buy
+5
New
+$530
﹤0.01%
355
2017
Q1
–
Sell
-5
Closed
-$1K
–
312
2016
Q4
$1K
Hold
5
–
–
﹤0.01%
360
2016
Q3
$0
Hold
5
–
–
﹤0.01%
401
2016
Q2
$0
Hold
5
–
–
﹤0.01%
394
2016
Q1
$0
Hold
5
–
–
﹤0.01%
414
2015
Q4
$1K
Hold
5
–
–
﹤0.01%
397
2015
Q3
$1K
Hold
5
–
–
﹤0.01%
415
2015
Q2
$1K
Hold
5
–
–
﹤0.01%
426
2015
Q1
$1K
Buy
+5
New
+$706
﹤0.01%
416
Other funds holding VRTS
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
MP
Mangrove Partners
Greenwich, Connecticut
$1.24B AUM
41.74%
1-Year Est. Return
VVP
Vulcan Value Partners
Birmingham, Alabama
$3.77B AUM
9.63%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
PCM
Peregrine Capital Management
Minneapolis, Minnesota
$2.7B AUM
22.12%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close