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Twin Peaks Wealth Advisors’s Virtus Investment Partners VRTS Stock Holding History

Twin Peaks Wealth Advisors’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 		$1.34K Buy
+10
New +$1.48K ﹤0.01% 1821
2025
Q3 		– Sell
-8
Closed -$1.55K – 2087
2025
Q2 		$1.55K Buy
+8
New +$1.33K ﹤0.01% 1691

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VPM
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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

Twin Peaks Wealth Advisors's VRTS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Virtus Investment Partners (VRTS) in Q1 2026: 10 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #1821 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VRTS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VRTS in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.55K in Q2 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 10 shares of Virtus Investment Partners worth $1.34K as of Q1 2026.
  • Virtus Investment Partners was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Virtus Investment Partners made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1821 holding.
  • Twin Peaks Wealth Advisors first reported a position in Virtus Investment Partners in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Virtus Investment Partners position peaked at $1.55K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.