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Caitong International Asset Management’s Virtus Investment Partners VRTS Stock Holding History

Caitong International Asset 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
2026
Q1 		– Sell
-3
Closed -$489 – 3077
2025
Q4 		$489 Buy
+3
New +$507 ﹤0.01% 1477
2025
Q3 		– Sell
-5
Closed -$907 – 2565
2025
Q2 		$907 Buy
+5
New +$832 ﹤0.01% 1589

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Caitong International Asset Management's VRTS Position: Q1 2026 in Review

Caitong International Asset Management sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 3 shares — an estimated $489 sold.

Caitong International Asset Management first reported a position in VRTS in Q2 2025 and held it in 2 quarters. The position peaked at $907 in Q2 2025. 238 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Caitong International Asset Management reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • Caitong International Asset Management sold 3 Virtus Investment Partners shares in Q1 2026, an estimated $489.
  • Caitong International Asset Management first reported a position in Virtus Investment Partners in Q2 2025 and held it in 2 quarters.
  • Caitong International Asset Management's Virtus Investment Partners position peaked at $907 in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.