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Clearstead Advisors’s Virtus Investment Partners VRTS Stock Holding History

Clearstead Advisors’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
Q2 		$4.16K Buy
+29
New +$4.09K ﹤0.01% 2244
2026
Q1 		– Sell
-5
Closed -$816 – 2842
2025
Q4 		$816 Sell
5
-57
-92% -$9.63K ﹤0.01% 2252
2025
Q3 		$11.8K Buy
62
+22
+55% +$4.33K ﹤0.01% 1872
2025
Q2 		$7.26K Buy
+40
New +$6.66K ﹤0.01% 1995

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Clearstead Advisors's VRTS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 29 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #2244 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in VRTS as recently as Q4 2025.

Clearstead Advisors first reported a position in VRTS in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.8K in Q3 2025. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Clearstead Advisors held 29 shares of Virtus Investment Partners worth $4.16K as of Q2 2026.
  • Virtus Investment Partners was a new Clearstead Advisors position in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2244 holding.
  • Clearstead Advisors first reported a position in Virtus Investment Partners in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Virtus Investment Partners position peaked at $11.8K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.