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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
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 $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

Empowered Funds's VRTS Position: Q1 2026 in Review

Empowered Funds opened a new position in Virtus Investment Partners (VRTS) in Q1 2026: 15,319 shares worth $2.06M. The stake represents 0.01% of the portfolio and ranks #1092 among its holdings. This is a return to the name: Empowered Funds previously reported a position in VRTS as recently as Q2 2024.

Empowered Funds first reported a position in VRTS in Q2 2023 and has held it in 6 quarters since. The position peaked at $4.24M in Q4 2023. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Empowered Funds held 15,319 shares of Virtus Investment Partners worth $2.06M as of Q1 2026.
  • Virtus Investment Partners was a new Empowered Funds position in Q1 2026.
  • Virtus Investment Partners made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1092 holding.
  • Empowered Funds first reported a position in Virtus Investment Partners in Q2 2023 and has held it in 6 quarters since.
  • Empowered Funds's Virtus Investment Partners position peaked at $4.24M in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.