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R Squared’s Virtus Investment Partners VRTS Stock Holding History

R Squared’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
Q3 		– Sell
-1,120
Closed -$203K – 715
2025
Q2 		$203K Sell
1,120
-280
-20% -$46.6K 0.11% 306
2025
Q1 		$241K Buy
1,400
+1,060
+312% +$202K 0.26% 162
2024
Q4 		$75K Buy
+340
New +$77.4K 0.07% 347

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

R Squared's VRTS Position: Q3 2025 in Review

R Squared sold out of Virtus Investment Partners (VRTS) in Q3 2025, closing a stake of 1,120 shares — an estimated $203K sold.

R Squared first reported a position in VRTS in Q4 2024 and held it in 3 quarters. The position peaked at $241K in Q1 2025. 229 funds tracked by Wall St. Rank hold VRTS as of Q3 2025.

  • R Squared reported no remaining Virtus Investment Partners position as of Q3 2025 after selling out during the quarter.
  • R Squared sold 1,120 Virtus Investment Partners shares in Q3 2025, an estimated $203K.
  • R Squared first reported a position in Virtus Investment Partners in Q4 2024 and held it in 3 quarters.
  • R Squared's Virtus Investment Partners position peaked at $241K in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.