Commonwealth Equity Services’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Commonwealth Equity Services’s Portfolio VPC Stock Details VPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$203K	Buy	13,437 +789	+6%	+$13.1K	﹤0.01%	3995
2025 Q4	$225K	Sell	12,648 -28,906	-70%	-$535K	﹤0.01%	3880
2025 Q3	$786K	Sell	41,554 -5,096	-11%	-$104K	﹤0.01%	2785
2025 Q2	$955K	Buy	46,650 +7,469	+19%	+$151K	﹤0.01%	2607
2025 Q1	$824K	Sell	39,181 -103,438	-73%	-$2.28M	﹤0.01%	2628
2024 Q4	$3.1M	Buy	142,619 +90,555	+174%	+$2.02M	﹤0.01%	1560
2024 Q3	$1.16M	Buy	+52,064	New	+$1.17M	﹤0.01%	2229

Other funds holding VPC

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services's VPC Position: Q1 2026 in Review

Commonwealth Equity Services increased its Virtus Private Credit Strategy ETF (VPC) stake by 6.2% in Q1 2026, buying an estimated $13.1K and bringing the position to 13,437 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #3995.

Commonwealth Equity Services first reported a position in VPC in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.1M in Q4 2024. 20 funds tracked by Wall St. Rank hold VPC as of Q1 2026.

Commonwealth Equity Services held 13,437 shares of Virtus Private Credit Strategy ETF worth $203K as of Q1 2026.
Commonwealth Equity Services bought 789 Virtus Private Credit Strategy ETF shares in Q1 2026, an estimated $13.1K.
Virtus Private Credit Strategy ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3995 holding.
Commonwealth Equity Services first reported a position in Virtus Private Credit Strategy ETF in Q3 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's Virtus Private Credit Strategy ETF position peaked at $3.1M in Q4 2024.
20 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.