True Wealth Design’s Virtus Investment Partners VRTS Stock Holding History

True Wealth Design’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	$7.17K	Buy	50 +33	+194%	+$4.66K	﹤0.01%	1183
2026 Q1	$2.28K	Sell	17 -48	-74%	-$7.08K	﹤0.01%	1489
2025 Q4	$10.6K	Buy	65 +12	+23%	+$2.03K	﹤0.01%	842
2025 Q3	$10.1K	Buy	53 +23	+77%	+$4.53K	﹤0.01%	830
2025 Q2	$5.44K	Buy	30 +25	+500%	+$4.16K	﹤0.01%	773
2025 Q1	$862	Sell	5 -4	-44%	-$764	﹤0.01%	1323
2024 Q4	$1.99K	Hold	9	–	–	﹤0.01%	737
2024 Q3	$1.89K	Buy	+9	New	+$1.93K	﹤0.01%	811

Other funds holding VRTS

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

True Wealth Design's VRTS Position: Q2 2026 in Review

True Wealth Design increased its Virtus Investment Partners (VRTS) stake by 194% in Q2 2026, buying an estimated $4.66K and bringing the position to 50 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

True Wealth Design first reported a position in VRTS in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.6K in Q4 2025. 58 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

True Wealth Design held 50 shares of Virtus Investment Partners worth $7.17K as of Q2 2026.
True Wealth Design bought 33 Virtus Investment Partners shares in Q2 2026, an estimated $4.66K.
Virtus Investment Partners made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1183 holding.
True Wealth Design first reported a position in Virtus Investment Partners in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Virtus Investment Partners position peaked at $10.6K in Q4 2025.
58 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.