Merit Financial Group’s Virtus Investment Partners VRTS Stock Holding History

Merit Financial Group’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	$304K	Buy	+2,121	New	+$299K	﹤0.01%	1802

Other funds holding VRTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Merit Financial Group's VRTS Position: Q2 2026 in Review

Merit Financial Group opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 2,121 shares worth $304K. The stake represents ﹤0.01% of the portfolio and ranks #1802 among its holdings.

235 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Merit Financial Group held 2,121 shares of Virtus Investment Partners worth $304K as of Q2 2026.
Virtus Investment Partners was a new Merit Financial Group position in Q2 2026.
Virtus Investment Partners made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1802 holding.
235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.