Mercer Global Advisors
VRTS icon

Mercer Global Advisors’s Virtus Investment Partners VRTS Stock Holding History

Mercer Global 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 		$1.16M Buy
8,064
+6,232
+340% +$880K ﹤0.01% 1648
2026
Q1 		$246K Sell
1,832
-245
-12% -$36.1K ﹤0.01% 2636
2025
Q4 		$339K Buy
2,077
+147
+8% +$24.8K ﹤0.01% 2138
2025
Q3 		$367K Buy
+1,930
New +$380K ﹤0.01% 1952

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

Mercer Global Advisors's VRTS Position: Q2 2026 in Review

Mercer Global Advisors increased its Virtus Investment Partners (VRTS) stake by 340% in Q2 2026, buying an estimated $880K and bringing the position to 8,064 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Mercer Global Advisors first reported a position in VRTS in Q3 2025 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Mercer Global Advisors held 8,064 shares of Virtus Investment Partners worth $1.16M as of Q2 2026.
  • Mercer Global Advisors bought 6,232 Virtus Investment Partners shares in Q2 2026, an estimated $880K.
  • Virtus Investment Partners made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1648 holding.
  • Mercer Global Advisors first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 4 quarters since.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.