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Physician Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

Physician Wealth 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 		$574 Buy
+4
New +$565 ﹤0.01% 2039
2026
Q1 		– Sell
-28
Closed -$4.57K – 2245
2025
Q4 		$4.57K Buy
+28
New +$4.73K ﹤0.01% 996
2025
Q2 		– Sell
-5
Closed -$862 – 1988
2025
Q1 		$862 Buy
+5
New +$955 ﹤0.01% 1188

Other funds holding VRTS

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Physician Wealth Advisors's VRTS Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 4 shares worth $574. The stake represents ﹤0.01% of the portfolio and ranks #2039 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in VRTS as recently as Q4 2025.

Physician Wealth Advisors first reported a position in VRTS in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.57K in Q4 2025. 65 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Physician Wealth Advisors held 4 shares of Virtus Investment Partners worth $574 as of Q2 2026.
  • Virtus Investment Partners was a new Physician Wealth Advisors position in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2039 holding.
  • Physician Wealth Advisors first reported a position in Virtus Investment Partners in Q1 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Virtus Investment Partners position peaked at $4.57K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.