JTC Employer Solutions Trustee’s Virtus Investment Partners VRTS Stock Holding History

JTC Employer Solutions Trustee’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	$3K	Hold	25	–	–	﹤0.01%	295
2025 Q4	$4K	Hold	25	–	–	﹤0.01%	298
2025 Q3	$5K	Hold	25	–	–	﹤0.01%	294
2025 Q2	$5K	Hold	25	–	–	﹤0.01%	286
2025 Q1	$4K	Hold	25	–	–	﹤0.01%	300
2024 Q4	$6K	Hold	25	–	–	﹤0.01%	301
2024 Q3	$5K	Hold	25	–	–	﹤0.01%	310
2024 Q2	$6K	Hold	25	–	–	﹤0.01%	307
2024 Q1	$6K	Hold	25	–	–	﹤0.01%	317
2023 Q4	$6K	Hold	25	–	–	﹤0.01%	324
2023 Q3	$5K	Hold	25	–	–	﹤0.01%	333
2023 Q2	$5K	Hold	25	–	–	﹤0.01%	339
2023 Q1	$5K	Hold	25	–	–	﹤0.01%	347
2022 Q4	$5K	Hold	25	–	–	﹤0.01%	369
2022 Q3	$4K	Buy	+25	New	+$4.79K	﹤0.01%	307

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

JTC Employer Solutions Trustee's VRTS Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 25 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

JTC Employer Solutions Trustee first reported a position in VRTS in Q3 2022 and has held it in 15 quarters since. The position peaked at $6K in Q4 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

JTC Employer Solutions Trustee held 25 shares of Virtus Investment Partners worth $3K as of Q1 2026.
JTC Employer Solutions Trustee left its Virtus Investment Partners share count unchanged in Q1 2026.
Virtus Investment Partners made up ﹤0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #295 holding.
JTC Employer Solutions Trustee first reported a position in Virtus Investment Partners in Q3 2022 and has held it in 15 quarters since.
JTC Employer Solutions Trustee's Virtus Investment Partners position peaked at $6K in Q4 2024.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.