Comprehensive Financial Planning’s Virtus Investment Partners VRTS Stock Holding History

Comprehensive Financial Planning’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	$574	Buy	+4	New	+$565	﹤0.01%	377

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Comprehensive Financial Planning's VRTS Position: Q2 2026 in Review

Comprehensive Financial Planning opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 4 shares worth $574. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings.

234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Comprehensive Financial Planning held 4 shares of Virtus Investment Partners worth $574 as of Q2 2026.
Virtus Investment Partners was a new Comprehensive Financial Planning position in Q2 2026.
Virtus Investment Partners made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #377 holding.
234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.