Root Financial Partners’s Virtus Investment Partners VRTS Stock Holding History

Root Financial Partners’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 Q1	$3.63K	Buy	+27	New	+$3.98K	﹤0.01%	2072

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Root Financial Partners's VRTS Position: Q1 2026 in Review

Root Financial Partners opened a new position in Virtus Investment Partners (VRTS) in Q1 2026: 27 shares worth $3.63K. The stake represents ﹤0.01% of the portfolio and ranks #2072 among its holdings.

237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

Root Financial Partners held 27 shares of Virtus Investment Partners worth $3.63K as of Q1 2026.
Virtus Investment Partners was a new Root Financial Partners position in Q1 2026.
Virtus Investment Partners made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2072 holding.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.