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Hemington Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

Hemington Wealth Management’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
2025
Q2 		– Sell
-1
Closed – – 1730
2025
Q1 		$0 Sell
1
-3
-75% -$573 ﹤0.01% 1780
2024
Q4 		$0 Buy
4
+3
+300% +$683 ﹤0.01% 1810
2024
Q3 		$0 Buy
+1
New +$214 ﹤0.01% 1768

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Hemington Wealth Management's VRTS Position: Q2 2025 in Review

Hemington Wealth Management sold out of Virtus Investment Partners (VRTS) in Q2 2025, closing a stake of 1 share.

Hemington Wealth Management first reported a position in VRTS in Q3 2024 and held it in 3 quarters. The position peaked at $0 in Q1 2025. 243 funds tracked by Wall St. Rank hold VRTS as of Q2 2025.

  • Hemington Wealth Management reported no remaining Virtus Investment Partners position as of Q2 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 1 Virtus Investment Partners share in Q2 2025.
  • Hemington Wealth Management first reported a position in Virtus Investment Partners in Q3 2024 and held it in 3 quarters.
  • Hemington Wealth Management's Virtus Investment Partners position peaked at $0 in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2025.

Based on Hemington Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.