IFP Advisors’s Virtus Investment Partners VRTS Stock Holding History

IFP 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	$9.4K	Sell	70 -75	-52%	-$11.1K	﹤0.01%	3179
2025 Q4	$23.7K	Buy	145 +111	+326%	+$18.8K	﹤0.01%	2636
2025 Q3	$6.46K	Buy	34 +5	+17%	+$984	﹤0.01%	3119
2025 Q2	$5.26K	Buy	+29	New	+$4.83K	﹤0.01%	3342
2025 Q1	–	Sell	-2	Closed	-$441	–	4651
2024 Q4	$441	Buy	+2	New	+$455	﹤0.01%	3452
2023 Q1	–	Sell	-3	Closed	-$1K	–	4425
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	4508
2022 Q3	$1K	Buy	+3	New	+$575	﹤0.01%	4703
2022 Q1	–	Sell	-1	Closed	-$1K	–	4597
2021 Q4	$1K	Hold	1	–	–	﹤0.01%	3141
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	3155
2021 Q2	$0	Hold	1	–	–	﹤0.01%	3260
2021 Q1	$0	Hold	1	–	–	﹤0.01%	3243
2020 Q4	$0	Hold	1	–	–	﹤0.01%	3109
2020 Q3	$0	Hold	1	–	–	﹤0.01%	3015
2020 Q2	$0	Sell	1 -9	-90%	-$842	﹤0.01%	2964
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	2635
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	2739
2019 Q3	$1K	Buy	+10	New	+$1.08K	﹤0.01%	2949
2019 Q1	–	Sell	-10	Closed	-$1K	–	3442
2018 Q4	$1K	Buy	+10	New	+$971	﹤0.01%	3399

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IFP Advisors's VRTS Position: Q1 2026 in Review

IFP Advisors reduced its Virtus Investment Partners (VRTS) stake by 52% in Q1 2026, selling an estimated $11.1K and leaving 70 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

IFP Advisors first reported a position in VRTS in Q4 2018 and has held it in 18 quarters since. The position peaked at $23.7K in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

IFP Advisors held 70 shares of Virtus Investment Partners worth $9.4K as of Q1 2026.
IFP Advisors sold 75 Virtus Investment Partners shares in Q1 2026, an estimated $11.1K.
Virtus Investment Partners made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3179 holding.
IFP Advisors first reported a position in Virtus Investment Partners in Q4 2018 and has held it in 18 quarters since.
IFP Advisors's Virtus Investment Partners position peaked at $23.7K in Q4 2025.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.