TFM
VRTS icon

TFC Financial Management’s Virtus Investment Partners VRTS Stock Holding History

TFC Financial 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
2025
Q2 		– Sell
-1
Closed -$173 – 1093
2025
Q1 		$173 Buy
+1
New +$191 ﹤0.01% 745
2024
Q2 		– Sell
-1
Closed -$248 – 1105
2024
Q1 		$248 Buy
+1
New +$237 ﹤0.01% 710

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TFC Financial Management's VRTS Position: Q2 2025 in Review

TFC Financial Management sold out of Virtus Investment Partners (VRTS) in Q2 2025, closing a stake of 1 share — an estimated $173 sold.

TFC Financial Management first reported a position in VRTS in Q1 2024 and held it in 2 quarters. The position peaked at $248 in Q1 2024. 243 funds tracked by Wall St. Rank hold VRTS as of Q2 2025.

  • TFC Financial Management reported no remaining Virtus Investment Partners position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Virtus Investment Partners share in Q2 2025, an estimated $173.
  • TFC Financial Management first reported a position in Virtus Investment Partners in Q1 2024 and held it in 2 quarters.
  • TFC Financial Management's Virtus Investment Partners position peaked at $248 in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.