LFG
VRTS icon

Larson Financial Group’s Virtus Investment Partners VRTS Stock Holding History

Larson Financial Group’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 		$134 Buy
+1
New +$148 ﹤0.01% 3494
2025
Q4 		– Sell
-2
Closed -$380 – 3678
2025
Q3 		$380 Hold
2
– – ﹤0.01% 3152
2025
Q2 		$363 Hold
2
– – ﹤0.01% 2939
2025
Q1 		$345 Hold
2
– – ﹤0.01% 2664
2024
Q4 		$441 Hold
2
– – ﹤0.01% 2232
2024
Q3 		$419 Hold
2
– – ﹤0.01% 2169
2024
Q2 		$452 Buy
+2
New +$455 ﹤0.01% 1862

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Larson Financial Group's VRTS Position: Q1 2026 in Review

Larson Financial Group opened a new position in Virtus Investment Partners (VRTS) in Q1 2026: 1 share worth $134. The stake represents ﹤0.01% of the portfolio and ranks #3494 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in VRTS as recently as Q3 2025.

Larson Financial Group first reported a position in VRTS in Q2 2024 and has held it in 7 quarters since. The position peaked at $452 in Q2 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Larson Financial Group held 1 share of Virtus Investment Partners worth $134 as of Q1 2026.
  • Virtus Investment Partners was a new Larson Financial Group position in Q1 2026.
  • Virtus Investment Partners made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3494 holding.
  • Larson Financial Group first reported a position in Virtus Investment Partners in Q2 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Virtus Investment Partners position peaked at $452 in Q2 2024.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.