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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
2026
Q2 		$359K Buy
+2,502
New +$353K 0.09% 414
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 $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

InceptionR's VRTS Position: Q2 2026 in Review

InceptionR opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 2,502 shares worth $359K. The stake represents 0.09% of the portfolio and ranks #414 among its holdings. This is a return to the name: InceptionR previously reported a position in VRTS as recently as Q1 2025.

InceptionR first reported a position in VRTS in Q1 2024 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • InceptionR held 2,502 shares of Virtus Investment Partners worth $359K as of Q2 2026.
  • Virtus Investment Partners was a new InceptionR position in Q2 2026.
  • Virtus Investment Partners made up 0.09% of InceptionR's portfolio in Q2 2026, its #414 holding.
  • InceptionR first reported a position in Virtus Investment Partners in Q1 2024 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.