Johnson Dunn Capital Advisors Inc’s Virtus Investment Partners VRTS Stock Holding History

Johnson Dunn Capital Advisors Inc’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	$948K	Buy	+7,165	New	+$1.12M	0.68%	43

Other funds holding VRTS

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's VRTS Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in Virtus Investment Partners (VRTS) in Q3 2026: 7,165 shares worth $948K. The stake represents 0.68% of the portfolio and ranks #43 among its holdings.

140 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 7,165 shares of Virtus Investment Partners worth $948K as of Q3 2026.
Virtus Investment Partners was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
Virtus Investment Partners made up 0.68% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #43 holding.
140 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.