HighTower Advisors
VRTS icon

HighTower Advisors’s Virtus Investment Partners VRTS Stock Holding History

HighTower 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
Q1 		$383K Buy
+2,853
New +$421K ﹤0.01% 2947
2025
Q1 		– Sell
-1,141
Closed -$252K – 4072
2024
Q4 		$252K Sell
1,141
-16
-1% -$3.64K ﹤0.01% 3019
2024
Q3 		$242K Buy
1,157
+205
+22% +$43.9K ﹤0.01% 2985
2024
Q2 		$218K Sell
952
-44
-4% -$10K ﹤0.01% 2974
2024
Q1 		$240K Buy
+996
New +$236K ﹤0.01% 2861

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

HighTower Advisors's VRTS Position: Q1 2026 in Review

HighTower Advisors opened a new position in Virtus Investment Partners (VRTS) in Q1 2026: 2,853 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #2947 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in VRTS as recently as Q4 2024.

HighTower Advisors first reported a position in VRTS in Q1 2024 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • HighTower Advisors held 2,853 shares of Virtus Investment Partners worth $383K as of Q1 2026.
  • Virtus Investment Partners was a new HighTower Advisors position in Q1 2026.
  • Virtus Investment Partners made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2947 holding.
  • HighTower Advisors first reported a position in Virtus Investment Partners in Q1 2024 and has held it in 5 quarters since.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.