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Thurston Springer Miller Herd & Titak’s Virtus Investment Partners VRTS Stock Holding History

Thurston Springer Miller Herd & Titak’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
Q3 		– Sell
-10
Closed -$1.81K – 1343
2025
Q2 		$1.81K Hold
10
– – ﹤0.01% 1433
2025
Q1 		$1.72K Sell
10
-42
-81% -$8.02K ﹤0.01% 1459
2024
Q4 		$11.5K Buy
52
+43
+478% +$9.79K ﹤0.01% 854
2024
Q3 		$1.89K Hold
9
– – ﹤0.01% 1339
2024
Q2 		$2.03K Buy
+9
New +$2.05K ﹤0.01% 1302

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's VRTS Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Virtus Investment Partners (VRTS) in Q3 2025, closing a stake of 10 shares — an estimated $1.81K sold.

Thurston Springer Miller Herd & Titak first reported a position in VRTS in Q2 2024 and held it in 5 quarters. The position peaked at $11.5K in Q4 2024. 229 funds tracked by Wall St. Rank hold VRTS as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining Virtus Investment Partners position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 10 Virtus Investment Partners shares in Q3 2025, an estimated $1.81K.
  • Thurston Springer Miller Herd & Titak first reported a position in Virtus Investment Partners in Q2 2024 and held it in 5 quarters.
  • Thurston Springer Miller Herd & Titak's Virtus Investment Partners position peaked at $11.5K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.