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
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

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VPM
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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

Mercer Global Advisors's VRTS Position: Q1 2026 in Review

Mercer Global Advisors reduced its Virtus Investment Partners (VRTS) stake by 12% in Q1 2026, selling an estimated $36.1K and leaving 1,832 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

Mercer Global Advisors first reported a position in VRTS in Q3 2025 and has held it in 3 quarters since. The position peaked at $367K in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Mercer Global Advisors held 1,832 shares of Virtus Investment Partners worth $246K as of Q1 2026.
  • Mercer Global Advisors sold 245 Virtus Investment Partners shares in Q1 2026, an estimated $36.1K.
  • Virtus Investment Partners made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2636 holding.
  • Mercer Global Advisors first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 3 quarters since.
  • Mercer Global Advisors's Virtus Investment Partners position peaked at $367K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.