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Medallion Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

Medallion Wealth 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
Q1 		$2.02K Hold
15
– – ﹤0.01% 998
2025
Q4 		$2.45K Hold
15
– – ﹤0.01% 967
2025
Q3 		$2.85K Hold
15
– – ﹤0.01% 935
2025
Q2 		$2.72K Hold
15
– – ﹤0.01% 924
2025
Q1 		$2.58K Hold
15
– – ﹤0.01% 888
2024
Q4 		$2.58K Buy
+15
New +$3.42K ﹤0.01% 829

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

Medallion Wealth Advisors's VRTS Position: Q1 2026 in Review

Medallion Wealth Advisors held its Virtus Investment Partners (VRTS) position steady in Q1 2026 at 15 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Medallion Wealth Advisors first reported a position in VRTS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.85K in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Medallion Wealth Advisors held 15 shares of Virtus Investment Partners worth $2.02K as of Q1 2026.
  • Medallion Wealth Advisors left its Virtus Investment Partners share count unchanged in Q1 2026.
  • Virtus Investment Partners made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #998 holding.
  • Medallion Wealth Advisors first reported a position in Virtus Investment Partners in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Virtus Investment Partners position peaked at $2.85K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.