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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
Q2 		$1.29K Buy
9
+8
+800% +$1.13K ﹤0.01% 3232
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 $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

Larson Financial Group's VRTS Position: Q2 2026 in Review

Larson Financial Group increased its Virtus Investment Partners (VRTS) stake by 800% in Q2 2026, buying an estimated $1.13K and bringing the position to 9 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3232.

Larson Financial Group first reported a position in VRTS in Q2 2024 and has held it in 8 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Larson Financial Group held 9 shares of Virtus Investment Partners worth $1.29K as of Q2 2026.
  • Larson Financial Group bought 8 Virtus Investment Partners shares in Q2 2026, an estimated $1.13K.
  • Virtus Investment Partners made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3232 holding.
  • Larson Financial Group first reported a position in Virtus Investment Partners in Q2 2024 and has held it in 8 quarters since.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.