Vanguard Capital Management
VRTS icon

Vanguard Capital Management’s Virtus Investment Partners VRTS Stock Holding History

Vanguard Capital 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
2026
Q2 		$40.2M Sell
279,848
-5,698
-2% -$804K ﹤0.01% 2067
2026
Q1 		$38.4M Buy
+285,546
New +$42.1M ﹤0.01% 1997

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management's VRTS Position: Q2 2026 in Review

Vanguard Capital Management reduced its Virtus Investment Partners (VRTS) stake by 2% in Q2 2026, selling an estimated $804K and leaving 279,848 shares worth $40.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Vanguard Capital Management first reported a position in VRTS in Q1 2026 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Vanguard Capital Management held 279,848 shares of Virtus Investment Partners worth $40.2M as of Q2 2026.
  • Vanguard Capital Management sold 5,698 Virtus Investment Partners shares in Q2 2026, an estimated $804K.
  • Virtus Investment Partners made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2067 holding.
  • Vanguard Capital Management first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.