Creative Planning’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.82M | Buy |
26,631
+9,743
| +58% | +$1.38M | ﹤0.01% | 1610 |
|
|
2026
Q1 | $2.27M | Buy |
16,888
+7,189
| +74% | +$1.06M | ﹤0.01% | 1801 |
|
|
2025
Q4 | $1.58M | Sell |
9,699
-426
| -4% | -$72K | ﹤0.01% | 1909 |
|
|
2025
Q3 | $1.92M | Buy |
10,125
+2,765
| +38% | +$544K | ﹤0.01% | 1577 |
|
|
2025
Q2 | $1.34M | Sell |
7,360
-1,359
| -16% | -$226K | ﹤0.01% | 1631 |
|
|
2025
Q1 | $1.5M | Buy |
8,719
+4,421
| +103% | +$844K | ﹤0.01% | 1399 |
|
|
2024
Q4 | $948K | Buy |
4,298
+2,184
| +103% | +$497K | ﹤0.01% | 1683 |
|
|
2024
Q3 | $443K | Sell |
2,114
-851
| -29% | -$182K | ﹤0.01% | 2211 |
|
|
2024
Q2 | $670K | Sell |
2,965
-273
| -8% | -$62.1K | ﹤0.01% | 1714 |
|
|
2024
Q1 | $803K | Buy |
3,238
+1,297
| +67% | +$307K | ﹤0.01% | 1504 |
|
|
2023
Q4 | $469K | Buy |
+1,941
| New | +$387K | ﹤0.01% | 1755 |
|
|
2023
Q2 | – | Sell |
-1,296
| Closed | -$247K | – | 2848 |
|
|
2023
Q1 | $247K | Buy |
+1,296
| New | +$262K | ﹤0.01% | 1959 |
|
|
2017
Q3 | – | Sell |
-147
| Closed | -$16K | – | 3679 |
|
|
2017
Q2 | $16K | Buy |
147
+132
| +880% | +$14K | ﹤0.01% | 3334 |
|
|
2017
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 4322 |
|
|
2016
Q4 | $2K | Buy |
15
+1
| +7% | +$109 | ﹤0.01% | 4314 |
|
|
2016
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 4448 |
|
|
2016
Q2 | $1K | Sell |
14
-1
| -7% | -$76 | ﹤0.01% | 4223 |
|
|
2016
Q1 | $1K | Sell |
15
-107
| -88% | -$9.61K | ﹤0.01% | 4185 |
|
|
2015
Q4 | $14K | Buy |
122
+108
| +771% | +$12.9K | ﹤0.01% | 3083 |
|
|
2015
Q3 | $1K | Buy |
+14
| New | +$1.61K | ﹤0.01% | 4160 |
|
|
2015
Q2 | – | Sell |
-14
| Closed | -$2K | – | 2990 |
|
|
2015
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 3912 |
|
|
2014
Q4 | $2K | Sell |
14
-207
| -94% | -$34.6K | ﹤0.01% | 3857 |
|
|
2014
Q3 | $38K | Sell |
221
-128
| -37% | -$26K | ﹤0.01% | 2115 |
|
|
2014
Q2 | $74K | Buy |
349
+285
| +445% | +$53.8K | ﹤0.01% | 1627 |
|
|
2014
Q1 | $11K | Hold |
64
| – | – | ﹤0.01% | 2721 |
|
|
2013
Q4 | $13K | Hold |
64
| – | – | ﹤0.01% | 2433 |
|
|
2013
Q3 | $10K | Hold |
64
| – | – | ﹤0.01% | 2474 |
|
|
2013
Q2 | $11K | Buy |
+64
| New | +$13.3K | ﹤0.01% | 2239 |
|
Other funds holding VRTS
Creative Planning's VRTS Position: Q2 2026 in Review
Creative Planning increased its Virtus Investment Partners (VRTS) stake by 58% in Q2 2026, buying an estimated $1.38M and bringing the position to 26,631 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1610.
Creative Planning first reported a position in VRTS in Q2 2013 and has held it in 28 quarters since. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.
- Creative Planning held 26,631 shares of Virtus Investment Partners worth $3.82M as of Q2 2026.
- Creative Planning bought 9,743 Virtus Investment Partners shares in Q2 2026, an estimated $1.38M.
- Virtus Investment Partners made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1610 holding.
- Creative Planning first reported a position in Virtus Investment Partners in Q2 2013 and has held it in 28 quarters since.
- 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.