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
2025 Q4	$11.8K	Buy	+72	New	+$12.2K	﹤0.01%	1655

Other funds holding VRTS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SageView Advisory Group's VRTS Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Virtus Investment Partners (VRTS) in Q4 2025: 72 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #1655 among its holdings.

235 funds tracked by Wall St. Rank hold VRTS as of Q4 2025.

SageView Advisory Group held 72 shares of Virtus Investment Partners worth $11.8K as of Q4 2025.
Virtus Investment Partners was a new SageView Advisory Group position in Q4 2025.
Virtus Investment Partners made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1655 holding.
235 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.