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InceptionR’s Virtus Investment Partners VRTS Stock Holding History

InceptionR’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
-1,630
Closed -$281K – 862
2025
Q1 		$281K Buy
+1,630
New +$311K 0.08% 391
2024
Q2 		– Sell
-1,305
Closed -$324K – 872
2024
Q1 		$324K Buy
+1,305
New +$309K 0.08% 403

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

InceptionR's VRTS Position: Q2 2025 in Review

InceptionR sold out of Virtus Investment Partners (VRTS) in Q2 2025, closing a stake of 1,630 shares — an estimated $281K sold.

InceptionR first reported a position in VRTS in Q1 2024 and held it in 2 quarters. The position peaked at $324K in Q1 2024. 243 funds tracked by Wall St. Rank hold VRTS as of Q2 2025.

  • InceptionR reported no remaining Virtus Investment Partners position as of Q2 2025 after selling out during the quarter.
  • InceptionR sold 1,630 Virtus Investment Partners shares in Q2 2025, an estimated $281K.
  • InceptionR first reported a position in Virtus Investment Partners in Q1 2024 and held it in 2 quarters.
  • InceptionR's Virtus Investment Partners position peaked at $324K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2025.

Based on InceptionR's 13F filing for Q2 2025, filed 12 Aug 2025.