FC
VRTS icon

Financial Consulate’s Virtus Investment Partners VRTS Stock Holding History

Financial Consulate’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 		$1.15K Hold
8
– – ﹤0.01% 1142
2026
Q1 		$1.07K Hold
8
– – ﹤0.01% 1100
2025
Q4 		$1.31K Hold
8
– – ﹤0.01% 971
2025
Q3 		$1.52K Buy
+8
New +$1.57K ﹤0.01% 820

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

Financial Consulate's VRTS Position: Q2 2026 in Review

Financial Consulate held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 8 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Financial Consulate first reported a position in VRTS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.52K in Q3 2025. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Financial Consulate held 8 shares of Virtus Investment Partners worth $1.15K as of Q2 2026.
  • Financial Consulate left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1142 holding.
  • Financial Consulate first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Virtus Investment Partners position peaked at $1.52K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.