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Empowered Funds’s Virtus Investment Partners VRTS Stock Holding History

Empowered Funds’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 		$2.41M Buy
16,792
+1,473
+10% +$208K 0.01% 1085
2026
Q1 		$2.06M Buy
+15,319
New +$2.26M 0.01% 1092
2024
Q3 		– Sell
-6,427
Closed -$1.45M – 1455
2024
Q2 		$1.45M Buy
6,427
+360
+6% +$81.9K 0.03% 728
2024
Q1 		$1.5M Sell
6,067
-11,469
-65% -$2.72M 0.03% 704
2023
Q4 		$4.24M Buy
17,536
+1,536
+10% +$306K 0.11% 280
2023
Q3 		$3.23M Buy
16,000
+1,264
+9% +$257K 0.1% 288
2023
Q2 		$2.91M Buy
+14,736
New +$2.79M 0.1% 284

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

Empowered Funds's VRTS Position: Q2 2026 in Review

Empowered Funds increased its Virtus Investment Partners (VRTS) stake by 9.6% in Q2 2026, buying an estimated $208K and bringing the position to 16,792 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #1085.

Empowered Funds first reported a position in VRTS in Q2 2023 and has held it in 7 quarters since. The position peaked at $4.24M in Q4 2023. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Empowered Funds held 16,792 shares of Virtus Investment Partners worth $2.41M as of Q2 2026.
  • Empowered Funds bought 1,473 Virtus Investment Partners shares in Q2 2026, an estimated $208K.
  • Virtus Investment Partners made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1085 holding.
  • Empowered Funds first reported a position in Virtus Investment Partners in Q2 2023 and has held it in 7 quarters since.
  • Empowered Funds's Virtus Investment Partners position peaked at $4.24M in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.