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Lindbrook Capital’s Virtus Investment Partners VRTS Stock Holding History

Lindbrook Capital’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
2025
Q1 		$5K Sell
29
-7
-19% -$1.34K ﹤0.01% 1949
2024
Q4 		$7.94K Buy
36
+14
+64% +$3.19K ﹤0.01% 1777
2024
Q3 		$4.61K Sell
22
-14
-39% -$3K ﹤0.01% 2043
2024
Q2 		$8.13K Buy
36
+15
+71% +$3.41K ﹤0.01% 1746
2024
Q1 		$5.21K Buy
21
+2
+11% +$474 ﹤0.01% 1878
2023
Q4 		$4.59K Buy
19
+9
+90% +$1.8K ﹤0.01% 1928
2023
Q3 		$2.02K Sell
10
-3
-23% -$611 ﹤0.01% 2125
2023
Q2 		$2.57K Hold
13
– – ﹤0.01% 2052
2023
Q1 		$2.48K Sell
13
-4
-24% -$809 ﹤0.01% 2158
2022
Q4 		$3.25K Sell
17
-7
-29% -$1.25K ﹤0.01% 2016
2022
Q3 		$4K Sell
24
-4
-14% -$767 ﹤0.01% 1805
2022
Q2 		$5K Buy
+28
New +$5.29K ﹤0.01% 1580

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Lindbrook Capital's VRTS Position: Q1 2025 in Review

Lindbrook Capital reduced its Virtus Investment Partners (VRTS) stake by 19% in Q1 2025, selling an estimated $1.34K and leaving 29 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Lindbrook Capital first reported a position in VRTS in Q2 2022 and has held it in 12 quarters since. The position peaked at $8.13K in Q2 2024. 236 funds tracked by Wall St. Rank hold VRTS as of Q1 2025.

  • Lindbrook Capital held 29 shares of Virtus Investment Partners worth $5K as of Q1 2025.
  • Lindbrook Capital sold 7 Virtus Investment Partners shares in Q1 2025, an estimated $1.34K.
  • Virtus Investment Partners made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1949 holding.
  • Lindbrook Capital first reported a position in Virtus Investment Partners in Q2 2022 and has held it in 12 quarters since.
  • Lindbrook Capital's Virtus Investment Partners position peaked at $8.13K in Q2 2024.
  • 236 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.