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Vestmark Advisory Solutions’s Virtus Investment Partners VRTS Stock Holding History

Vestmark Advisory Solutions’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 		– Sell
-6,375
Closed -$1.04M – 1424
2025
Q4 		$1.04M Buy
+6,375
New +$1.08M 0.01% 778

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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

Vestmark Advisory Solutions's VRTS Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of Virtus Investment Partners (VRTS) in Q1 2026, closing a stake of 6,375 shares — an estimated $1.04M sold.

Vestmark Advisory Solutions first reported a position in VRTS in Q4 2025 and held it in 1 quarter. The position peaked at $1.04M in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Vestmark Advisory Solutions reported no remaining Virtus Investment Partners position as of Q1 2026 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 6,375 Virtus Investment Partners shares in Q1 2026, an estimated $1.04M.
  • Vestmark Advisory Solutions first reported a position in Virtus Investment Partners in Q4 2025 and held it in 1 quarter.
  • Vestmark Advisory Solutions's Virtus Investment Partners position peaked at $1.04M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.