Root Financial Partners
VRTS icon

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
Q3 		$16.8K Buy
+127
New +$19.8K ﹤0.01% 1648
2026
Q2 		– Sell
-27
Closed -$3.63K – 3121
2026
Q1 		$3.63K Buy
+27
New +$3.98K ﹤0.01% 2072

Other funds holding VRTS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's VRTS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Virtus Investment Partners (VRTS) in Q3 2026: 127 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #1648 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VRTS as recently as Q1 2026.

Root Financial Partners first reported a position in VRTS in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

  • Root Financial Partners held 127 shares of Virtus Investment Partners worth $16.8K as of Q3 2026.
  • Virtus Investment Partners was a new Root Financial Partners position in Q3 2026.
  • Virtus Investment Partners made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1648 holding.
  • Root Financial Partners first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.