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Smartleaf Asset Management’s Virtus Investment Partners VRTS Stock Holding History

Smartleaf Asset Management’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 		$3.12K Sell
24
-78
-76% -$11.5K ﹤0.01% 2832
2025
Q4 		$16.7K Sell
102
-4
-4% -$676 ﹤0.01% 2131
2025
Q3 		$20.3K Buy
106
+11
+12% +$2.16K ﹤0.01% 1810
2025
Q2 		$17.4K Sell
95
-57
-38% -$9.48K ﹤0.01% 1609
2025
Q1 		$26.3K Sell
152
-48
-24% -$9.17K ﹤0.01% 1467
2024
Q4 		$44.1K Buy
200
+126
+170% +$28.7K ﹤0.01% 1235
2024
Q3 		$15.4K Buy
74
+39
+111% +$8.35K ﹤0.01% 1501
2024
Q2 		$7.73K Buy
+35
New +$7.96K ﹤0.01% 1551

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

Smartleaf Asset Management's VRTS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Virtus Investment Partners (VRTS) stake by 76% in Q1 2026, selling an estimated $11.5K and leaving 24 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Smartleaf Asset Management first reported a position in VRTS in Q2 2024 and has held it in 8 quarters since. The position peaked at $44.1K in Q4 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Smartleaf Asset Management held 24 shares of Virtus Investment Partners worth $3.12K as of Q1 2026.
  • Smartleaf Asset Management sold 78 Virtus Investment Partners shares in Q1 2026, an estimated $11.5K.
  • Virtus Investment Partners made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2832 holding.
  • Smartleaf Asset Management first reported a position in Virtus Investment Partners in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Virtus Investment Partners position peaked at $44.1K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.