HFS
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Hughes Financial Services’s Virtus Investment Partners VRTS Stock Holding History

Hughes Financial Services’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 		$431 Buy
3
+2
+200% +$282 ﹤0.01% 1137
2026
Q1 		$134 Hold
1
– – ﹤0.01% 1203
2025
Q4 		$163 Sell
1
-2
-67% -$338 ﹤0.01% 1016
2025
Q3 		$487 Sell
3
-3
-50% -$590 ﹤0.01% 967
2025
Q2 		$1.14K Buy
+6
New +$998 ﹤0.01% 667

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 $3.38T AUM 44.17% 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

Hughes Financial Services's VRTS Position: Q2 2026 in Review

Hughes Financial Services increased its Virtus Investment Partners (VRTS) stake by 200% in Q2 2026, buying an estimated $282 and bringing the position to 3 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Hughes Financial Services first reported a position in VRTS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.14K in Q2 2025. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Hughes Financial Services held 3 shares of Virtus Investment Partners worth $431 as of Q2 2026.
  • Hughes Financial Services bought 2 Virtus Investment Partners shares in Q2 2026, an estimated $282.
  • Virtus Investment Partners made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1137 holding.
  • Hughes Financial Services first reported a position in Virtus Investment Partners in Q2 2025 and has held it in 5 quarters since.
  • Hughes Financial Services's Virtus Investment Partners position peaked at $1.14K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.