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Caitlin John’s Virtus Investment Partners VRTS Stock Holding History

Caitlin John’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 		$182K Sell
1,357
-272
-17% -$40.1K 0.11% 171
2025
Q4 		$266K Buy
+1,629
New +$275K 0.17% 149

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Caitlin John's VRTS Position: Q1 2026 in Review

Caitlin John reduced its Virtus Investment Partners (VRTS) stake by 17% in Q1 2026, selling an estimated $40.1K and leaving 1,357 shares worth $182K. The position accounts for 0.11% of the portfolio, ranked #171.

Caitlin John first reported a position in VRTS in Q4 2025 and has held it in 2 quarters since. The position peaked at $266K in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Caitlin John held 1,357 shares of Virtus Investment Partners worth $182K as of Q1 2026.
  • Caitlin John sold 272 Virtus Investment Partners shares in Q1 2026, an estimated $40.1K.
  • Virtus Investment Partners made up 0.11% of Caitlin John's portfolio in Q1 2026, its #171 holding.
  • Caitlin John first reported a position in Virtus Investment Partners in Q4 2025 and has held it in 2 quarters since.
  • Caitlin John's Virtus Investment Partners position peaked at $266K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.