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Salomon & Ludwin’s Virtus Investment Partners VRTS Stock Holding History

Salomon & Ludwin’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 		$17.7K Buy
139
+94
+209% +$13.9K ﹤0.01% 1174
2025
Q4 		$7.54K Buy
45
+14
+45% +$2.37K ﹤0.01% 1602
2025
Q3 		$5.95K Buy
+31
New +$6.1K ﹤0.01% 1640

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Salomon & Ludwin's VRTS Position: Q1 2026 in Review

Salomon & Ludwin increased its Virtus Investment Partners (VRTS) stake by 209% in Q1 2026, buying an estimated $13.9K and bringing the position to 139 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Salomon & Ludwin first reported a position in VRTS in Q3 2025 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Salomon & Ludwin held 139 shares of Virtus Investment Partners worth $17.7K as of Q1 2026.
  • Salomon & Ludwin bought 94 Virtus Investment Partners shares in Q1 2026, an estimated $13.9K.
  • Virtus Investment Partners made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1174 holding.
  • Salomon & Ludwin first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.