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SageView Advisory Group’s Virtus Investment Partners VRTS Stock Holding History

SageView Advisory Group’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 		– Sell
-72
Closed -$11.8K – 2391
2025
Q4 		$11.8K Buy
+72
New +$12.2K ﹤0.01% 1655

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SageView Advisory Group's VRTS Position: Q1 2026 in Review

SageView Advisory Group sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 72 shares — an estimated $11.8K sold.

SageView Advisory Group first reported a position in VRTS in Q4 2025 and held it in 1 quarter. The position peaked at $11.8K in Q4 2025. 238 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • SageView Advisory Group reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 72 Virtus Investment Partners shares in Q1 2026, an estimated $11.8K.
  • SageView Advisory Group first reported a position in Virtus Investment Partners in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Virtus Investment Partners position peaked at $11.8K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.