Mount Yale Investment Advisors’s Virtus Investment Partners VRTS Stock Holding History

Mount Yale Investment 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	–	Sell	-6,450	Closed	-$1.05M	–	1133
2025 Q4	$1.05M	Sell	6,450 -440	-6%	-$74.3K	0.05%	306
2025 Q3	$1.31M	Buy	+6,890	New	+$1.36M	0.09%	232
2018 Q4	–	Sell	-608	Closed	-$62K	–	779
2018 Q3	$62K	Buy	608 +38	+7%	+$4.83K	0.01%	567
2018 Q2	$73K	Sell	570 -9	-2%	-$1.12K	0.01%	552
2018 Q1	$72K	Buy	+579	New	+$73.3K	0.02%	542

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mount Yale Investment Advisors's VRTS Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 6,450 shares — an estimated $1.05M sold.

Mount Yale Investment Advisors first reported a position in VRTS in Q1 2018 and held it in 5 quarters. The position peaked at $1.31M in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

Mount Yale Investment Advisors reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 6,450 Virtus Investment Partners shares in Q1 2026, an estimated $1.05M.
Mount Yale Investment Advisors first reported a position in Virtus Investment Partners in Q1 2018 and held it in 5 quarters.
Mount Yale Investment Advisors's Virtus Investment Partners position peaked at $1.31M in Q3 2025.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.