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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
Q2 		$20.2K Hold
139
– – ﹤0.01% 1133
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 $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 $3.37T AUM 44.26% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Salomon & Ludwin's VRTS Position: Q2 2026 in Review

Salomon & Ludwin held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 139 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Salomon & Ludwin first reported a position in VRTS in Q3 2025 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Salomon & Ludwin held 139 shares of Virtus Investment Partners worth $20.2K as of Q2 2026.
  • Salomon & Ludwin left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1133 holding.
  • Salomon & Ludwin first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 4 quarters since.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.