FFA
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Farther Finance Advisors’s Virtus Investment Partners VRTS Stock Holding History

Farther Finance Advisors’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 		$112K Buy
777
+171
+28% +$24.1K ﹤0.01% 2634
2026
Q1 		$79.5K Buy
606
+372
+159% +$54.9K ﹤0.01% 2669
2025
Q4 		$38.2K Buy
234
+49
+26% +$8.28K ﹤0.01% 2989
2025
Q3 		$35.2K Buy
185
+43
+30% +$8.46K ﹤0.01% 2663
2025
Q2 		$25.8K Buy
142
+141
+14,100% +$23.5K ﹤0.01% 2526
2025
Q1 		$174 Sell
1
-23
-96% -$4.39K ﹤0.01% 3975
2024
Q4 		$5.29K Sell
24
-27
-53% -$6.15K ﹤0.01% 2642
2024
Q3 		$10.7K Sell
51
-5
-9% -$1.07K ﹤0.01% 2339
2024
Q2 		$12.5K Hold
56
– – ﹤0.01% 1989
2024
Q1 		$13.6K Buy
56
+1
+2% +$237 ﹤0.01% 1633
2023
Q4 		$13.3K Buy
55
+3
+6% +$599 ﹤0.01% 1481
2023
Q3 		$10.5K Buy
52
+30
+136% +$6.11K ﹤0.01% 1274
2023
Q2 		$4.34K Buy
+22
New +$4.16K ﹤0.01% 1479

Other funds holding VRTS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Farther Finance Advisors's VRTS Position: Q2 2026 in Review

Farther Finance Advisors increased its Virtus Investment Partners (VRTS) stake by 28% in Q2 2026, buying an estimated $24.1K and bringing the position to 777 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Farther Finance Advisors first reported a position in VRTS in Q2 2023 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Farther Finance Advisors held 777 shares of Virtus Investment Partners worth $112K as of Q2 2026.
  • Farther Finance Advisors bought 171 Virtus Investment Partners shares in Q2 2026, an estimated $24.1K.
  • Virtus Investment Partners made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2634 holding.
  • Farther Finance Advisors first reported a position in Virtus Investment Partners in Q2 2023 and has held it in 13 quarters since.
  • 22 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.