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Virginia Estate & Retirement Planning Advisors’s Virtus Investment Partners VRTS Stock Holding History

Virginia Estate & Retirement Planning 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
Q2 		$10.3K Hold
500
– – 0.01% 121
2026
Q1 		$10.2K Buy
+500
New +$73.8K 0.02% 100

Other funds holding VRTS

BlackRock
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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
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

Virginia Estate & Retirement Planning Advisors's VRTS Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 500 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #121.

Virginia Estate & Retirement Planning Advisors first reported a position in VRTS in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 500 shares of Virtus Investment Partners worth $10.3K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #121 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Virtus Investment Partners in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.