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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
Q2 		$26K Buy
181
+111
+159% +$15.7K ﹤0.01% 2812
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
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

IFP Advisors's VRTS Position: Q2 2026 in Review

IFP Advisors increased its Virtus Investment Partners (VRTS) stake by 159% in Q2 2026, buying an estimated $15.7K and bringing the position to 181 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

IFP Advisors first reported a position in VRTS in Q4 2018 and has held it in 19 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • IFP Advisors held 181 shares of Virtus Investment Partners worth $26K as of Q2 2026.
  • IFP Advisors bought 111 Virtus Investment Partners shares in Q2 2026, an estimated $15.7K.
  • Virtus Investment Partners made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2812 holding.
  • IFP Advisors first reported a position in Virtus Investment Partners in Q4 2018 and has held it in 19 quarters since.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.