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John Overdeck’s Virtus Investment Partners VRTS Stock Holding History

John Overdeck’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 		$15.5M Buy
107,942
+21,389
+25% +$3.02M 0.01% 1209
2026
Q1 		$11.6M Buy
86,553
+19,046
+28% +$2.81M 0.01% 1306
2025
Q4 		$11M Buy
67,507
+21,448
+47% +$3.62M 0.02% 1065
2025
Q3 		$8.75M Buy
46,059
+39,233
+575% +$7.72M 0.01% 1034
2025
Q2 		$1.24M Sell
6,826
-3,331
-33% -$554K ﹤0.01% 2125
2025
Q1 		$1.75M Sell
10,157
-1,686
-14% -$322K ﹤0.01% 1826
2024
Q4 		$2.61M Sell
11,843
-6,473
-35% -$1.47M 0.01% 1534
2024
Q3 		$3.84M Sell
18,316
-2,508
-12% -$537K 0.01% 1220
2024
Q2 		$4.7M Buy
20,824
+12,019
+137% +$2.73M 0.01% 1037
2024
Q1 		$2.18M Sell
8,805
-2,035
-19% -$482K 0.01% 1421
2023
Q4 		$2.62M Buy
10,840
+9,031
+499% +$1.8M 0.01% 1338
2023
Q3 		$365K Buy
+1,809
New +$368K ﹤0.01% 2413
2023
Q2 		– Sell
-1,600
Closed -$305K – 3282
2023
Q1 		$305K Buy
+1,600
New +$324K ﹤0.01% 2410
2022
Q2 		– Sell
-1,600
Closed -$384K – 2968
2022
Q1 		$384K Buy
+1,600
New +$404K ﹤0.01% 2132
2021
Q2 		– Sell
-4,500
Closed -$1.06M – 4609
2021
Q1 		$1.06M Sell
4,500
-600
-12% -$144K ﹤0.01% 2260
2020
Q4 		$1.11M Buy
+5,100
New +$926K ﹤0.01% 1916

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

John Overdeck's VRTS Position: Q2 2026 in Review

John Overdeck increased its Virtus Investment Partners (VRTS) stake by 25% in Q2 2026, buying an estimated $3.02M and bringing the position to 107,942 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #1209.

John Overdeck first reported a position in VRTS in Q4 2020 and has held it in 16 quarters since. 232 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • John Overdeck held 107,942 shares of Virtus Investment Partners worth $15.5M as of Q2 2026.
  • John Overdeck bought 21,389 Virtus Investment Partners shares in Q2 2026, an estimated $3.02M.
  • Virtus Investment Partners made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1209 holding.
  • John Overdeck first reported a position in Virtus Investment Partners in Q4 2020 and has held it in 16 quarters since.
  • 232 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.