Cetera Investment Advisers
VRTS icon

Cetera Investment Advisers’s Virtus Investment Partners VRTS Stock Holding History

Cetera Investment Advisers’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 		– Sell
-2,082
Closed -$396K – 4878
2025
Q3 		$396K Sell
2,082
-62
-3% -$12.2K ﹤0.01% 3574
2025
Q2 		$389K Sell
2,144
-195
-8% -$32.4K ﹤0.01% 3169
2025
Q1 		$403K Sell
2,339
-381
-14% -$72.8K ﹤0.01% 3025
2024
Q4 		$600K Sell
2,720
-282
-9% -$64.2K ﹤0.01% 2543
2024
Q3 		$629K Sell
3,002
-76
-2% -$16.3K ﹤0.01% 2470
2024
Q2 		$695K Buy
3,078
+306
+11% +$69.6K ﹤0.01% 2343
2024
Q1 		$687K Buy
+2,772
New +$657K ﹤0.01% 2363

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

Cetera Investment Advisers's VRTS Position: Q4 2025 in Review

Cetera Investment Advisers sold out of Virtus Investment Partners (VRTS) in Q4 2025, closing a stake of 2,082 shares — an estimated $396K sold.

Cetera Investment Advisers first reported a position in VRTS in Q1 2024 and held it in 7 quarters. The position peaked at $695K in Q2 2024. 235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

  • Cetera Investment Advisers reported no remaining Virtus Investment Partners position as of Q4 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 2,082 Virtus Investment Partners shares in Q4 2025, an estimated $396K.
  • Cetera Investment Advisers first reported a position in Virtus Investment Partners in Q1 2024 and held it in 7 quarters.
  • Cetera Investment Advisers's Virtus Investment Partners position peaked at $695K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.