Lido Advisors
VRTS icon

Lido Advisors’s Virtus Investment Partners VRTS Stock Holding History

Lido Advisors’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 		$633K Buy
+4,412
New +$623K ﹤0.01% 1337
2022
Q1 		– Sell
-1,103
Closed -$327K – 1101
2021
Q4 		$327K Buy
1,103
+427
+63% +$133K ﹤0.01% 773
2021
Q3 		$209K Buy
+676
New +$201K ﹤0.01% 908

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

Lido Advisors's VRTS Position: Q2 2026 in Review

Lido Advisors opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 4,412 shares worth $633K. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: Lido Advisors previously reported a position in VRTS as recently as Q4 2021.

Lido Advisors first reported a position in VRTS in Q3 2021 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Lido Advisors held 4,412 shares of Virtus Investment Partners worth $633K as of Q2 2026.
  • Virtus Investment Partners was a new Lido Advisors position in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1337 holding.
  • Lido Advisors first reported a position in Virtus Investment Partners in Q3 2021 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 Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.