Vanguard Portfolio Management
VRTS icon

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

Vanguard Portfolio 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 		$64.6M Sell
450,124
-34,766
-7% -$4.91M ﹤0.01% 1642
2026
Q1 		$65.1M Buy
+484,890
New +$71.5M ﹤0.01% 1588

Other funds holding VRTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 Portfolio Management's VRTS Position: Q2 2026 in Review

Vanguard Portfolio Management reduced its Virtus Investment Partners (VRTS) stake by 7.2% in Q2 2026, selling an estimated $4.91M and leaving 450,124 shares worth $64.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Vanguard Portfolio Management first reported a position in VRTS in Q1 2026 and has held it in 2 quarters since. The position peaked at $65.1M in Q1 2026. 232 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Vanguard Portfolio Management held 450,124 shares of Virtus Investment Partners worth $64.6M as of Q2 2026.
  • Vanguard Portfolio Management sold 34,766 Virtus Investment Partners shares in Q2 2026, an estimated $4.91M.
  • Virtus Investment Partners made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #1642 holding.
  • Vanguard Portfolio Management first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Portfolio Management's Virtus Investment Partners position peaked at $65.1M in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

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