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Mutual of America Capital Management’s Virtus Investment Partners VRTS Stock Holding History

Mutual of America Capital Management’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
2025
Q1 		– Sell
-1,000
Closed -$221K – 1455
2024
Q4 		$221K Sell
1,000
-2
-0.2% -$455 ﹤0.01% 1357
2024
Q3 		$210K Sell
1,002
-100
-9% -$21.4K ﹤0.01% 1383
2024
Q2 		$249K Sell
1,102
-62
-5% -$14.1K ﹤0.01% 1338
2024
Q1 		$289K Sell
1,164
-18
-2% -$4.26K ﹤0.01% 1319
2023
Q4 		$286K Sell
1,182
-14
-1% -$2.79K ﹤0.01% 1315
2023
Q3 		$242K Sell
1,196
-143
-11% -$29.1K ﹤0.01% 1317
2023
Q2 		$264K Sell
1,339
-61
-4% -$11.5K ﹤0.01% 1327
2023
Q1 		$267K Sell
1,400
-25
-2% -$5.06K ﹤0.01% 1316
2022
Q4 		$273K Buy
1,425
+64
+5% +$11.4K ﹤0.01% 1306
2022
Q3 		$217K Buy
1,361
+181
+15% +$34.7K ﹤0.01% 1341
2022
Q2 		$202K Buy
1,180
+152
+15% +$28.7K ﹤0.01% 1327
2022
Q1 		$247K Buy
1,028
+54
+6% +$13.6K ﹤0.01% 1281
2021
Q4 		$289K Buy
974
+15
+2% +$4.66K ﹤0.01% 1241
2021
Q3 		$298K Sell
959
-63
-6% -$18.7K ﹤0.01% 1234
2021
Q2 		$284K Buy
1,022
+70
+7% +$18.9K ﹤0.01% 1292
2021
Q1 		$224K Buy
952
+59
+7% +$14.2K ﹤0.01% 1332
2020
Q4 		$194K Buy
893
+22
+3% +$4K ﹤0.01% 1293
2020
Q3 		$121K Buy
871
+520
+148% +$70.4K ﹤0.01% 1346
2020
Q2 		$41K Buy
351
+31
+10% +$2.9K ﹤0.01% 1396
2020
Q1 		$24K Buy
320
+89
+39% +$10K ﹤0.01% 1457
2019
Q4 		$28K Sell
231
-11
-5% -$1.23K ﹤0.01% 1504
2019
Q3 		$27K Sell
242
-10
-4% -$1.08K ﹤0.01% 1499
2019
Q2 		$27K Buy
252
+51
+25% +$5.7K ﹤0.01% 1500
2019
Q1 		$20K Buy
201
+25
+14% +$2.37K ﹤0.01% 1527
2018
Q4 		$14K Buy
176
+40
+29% +$3.88K ﹤0.01% 1557
2018
Q3 		$15K Buy
136
+109
+404% +$13.8K ﹤0.01% 1550
2018
Q2 		$3K Buy
+27
New +$3.35K ﹤0.01% 1553

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mutual of America Capital Management's VRTS Position: Q1 2025 in Review

Mutual of America Capital Management sold out of Virtus Investment Partners (VRTS) in Q1 2025, closing a stake of 1,000 shares — an estimated $221K sold.

Mutual of America Capital Management first reported a position in VRTS in Q2 2018 and held it in 27 quarters. The position peaked at $298K in Q3 2021. 236 funds tracked by Wall St. Rank hold VRTS as of Q1 2025.

  • Mutual of America Capital Management reported no remaining Virtus Investment Partners position as of Q1 2025 after selling out during the quarter.
  • Mutual of America Capital Management sold 1,000 Virtus Investment Partners shares in Q1 2025, an estimated $221K.
  • Mutual of America Capital Management first reported a position in Virtus Investment Partners in Q2 2018 and held it in 27 quarters.
  • Mutual of America Capital Management's Virtus Investment Partners position peaked at $298K in Q3 2021.
  • 236 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2025.

Based on Mutual of America Capital Management's 13F filing for Q1 2025, filed 1 May 2025.