Creative Planning
VRTS icon

Creative Planning’s Virtus Investment Partners VRTS Stock Holding History

Creative 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Creative Planning's VRTS Position: Q1 2026 in Review

Creative Planning increased its Virtus Investment Partners (VRTS) stake by 74% in Q1 2026, buying an estimated $1.06M and bringing the position to 16,888 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Creative Planning first reported a position in VRTS in Q2 2013 and has held it in 27 quarters since. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Creative Planning held 16,888 shares of Virtus Investment Partners worth $2.27M as of Q1 2026.
  • Creative Planning bought 7,189 Virtus Investment Partners shares in Q1 2026, an estimated $1.06M.
  • Virtus Investment Partners made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1801 holding.
  • Creative Planning first reported a position in Virtus Investment Partners in Q2 2013 and has held it in 27 quarters since.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.