UBS Group
VPC icon

UBS Group’s Virtus Private Credit Strategy ETF VPC Stock Holding History

UBS Group’s Portfolio VPC Stock Details VPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-193
Closed -$3.44K – 11218
2025
Q4 		$3.44K Sell
193
-651
-77% -$12.1K ﹤0.01% 9024
2025
Q3 		$16K Sell
844
-11,074
-93% -$226K ﹤0.01% 8301
2025
Q2 		$244K Buy
11,918
+11,400
+2,201% +$231K ﹤0.01% 6586
2025
Q1 		$10.9K Buy
+518
New +$11.4K ﹤0.01% 8588
2024
Q4 		– Sell
-225
Closed -$5.03K – 10444
2024
Q3 		$5.03K Sell
225
-288
-56% -$6.5K ﹤0.01% 8097
2024
Q2 		$11.6K Buy
+513
New +$11.6K ﹤0.01% 7629
2023
Q1 		– Sell
-4,604
Closed -$93.4K – 10440
2022
Q4 		$93.4K Buy
4,604
+2,218
+93% +$46.1K ﹤0.01% 6175
2022
Q3 		$46K Buy
+2,386
New +$52.9K ﹤0.01% 6436
2022
Q2 		– Sell
-739
Closed -$19K – 10995
2022
Q1 		$19K Buy
739
+139
+23% +$3.51K ﹤0.01% 7523
2021
Q4 		$15K Buy
+600
New +$15.4K ﹤0.01% 8268
2021
Q1 		– Sell
-2,124
Closed -$43K – 9524
2020
Q4 		$43K Buy
2,124
+863
+68% +$16.7K ﹤0.01% 6322
2020
Q3 		$23K Sell
1,261
-291
-19% -$5.25K ﹤0.01% 6213
2020
Q2 		$27K Buy
1,552
+584
+60% +$9.92K ﹤0.01% 6352
2020
Q1 		$14K Buy
+968
New +$22K ﹤0.01% 6738
2019
Q3 		– Sell
-550
Closed -$14K – 8278
2019
Q2 		$14K Buy
+550
New +$14.2K ﹤0.01% 6859

Other funds holding VPC

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group's VPC Position: Q1 2026 in Review

UBS Group sold out of Virtus Private Credit Strategy ETF (VPC) in Q1 2026, closing a stake of 193 shares — an estimated $3.44K sold.

UBS Group first reported a position in VPC in Q2 2019 and held it in 15 quarters. The position peaked at $244K in Q2 2025. 20 funds tracked by Wall St. Rank hold VPC as of Q1 2026.

  • UBS Group reported no remaining Virtus Private Credit Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 193 Virtus Private Credit Strategy ETF shares in Q1 2026, an estimated $3.44K.
  • UBS Group first reported a position in Virtus Private Credit Strategy ETF in Q2 2019 and held it in 15 quarters.
  • UBS Group's Virtus Private Credit Strategy ETF position peaked at $244K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.