PMFA
VRTS icon

Plante Moran Financial Advisors’s Virtus Investment Partners VRTS Stock Holding History

Plante Moran Financial 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 		$287 Buy
+2
New +$282 ﹤0.01% 1328
2022
Q1 		– Sell
-28
Closed -$8K – 1018
2021
Q4 		$8K Hold
28
– – ﹤0.01% 741
2021
Q3 		$9K Sell
28
-34
-55% -$10.1K ﹤0.01% 717
2021
Q2 		$17K Buy
+62
New +$16.8K ﹤0.01% 594

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's VRTS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 2 shares worth $287. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in VRTS as recently as Q4 2021.

Plante Moran Financial Advisors first reported a position in VRTS in Q2 2021 and has held it in 4 quarters since. The position peaked at $17K in Q2 2021. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Plante Moran Financial Advisors held 2 shares of Virtus Investment Partners worth $287 as of Q2 2026.
  • Virtus Investment Partners was a new Plante Moran Financial Advisors position in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1328 holding.
  • Plante Moran Financial Advisors first reported a position in Virtus Investment Partners in Q2 2021 and has held it in 4 quarters since.
  • Plante Moran Financial Advisors's Virtus Investment Partners position peaked at $17K in Q2 2021.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.