RWM
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Ritholtz Wealth Management’s Virco VIRC Stock Holding History

Ritholtz Wealth Management’s Portfolio VIRC Stock Details VIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,561
Closed -$105K – 1178
2025
Q3 		$105K Sell
13,561
-7,399
-35% -$60.3K ﹤0.01% 1019
2025
Q2 		$167K Sell
20,960
-27,723
-57% -$244K ﹤0.01% 931
2025
Q1 		$461K Sell
48,683
-32,182
-40% -$335K 0.01% 615
2024
Q4 		$829K Sell
80,865
-16,662
-17% -$233K 0.02% 418
2024
Q3 		$1.35M Buy
97,527
+6,399
+7% +$97.6K 0.04% 308
2024
Q2 		$1.27M Buy
91,128
+34,229
+60% +$425K 0.04% 291
2024
Q1 		$622K Buy
56,899
+31,225
+122% +$338K 0.02% 477
2023
Q4 		$309K Buy
+25,674
New +$197K 0.01% 594

Other funds holding VIRC

MA
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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return