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Virtus ETF Advisers’s Broadridge BR Stock Holding History

Virtus ETF Advisers’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,389
Closed -$1.22M – 479
2024
Q4 		$1.22M Buy
+5,389
New +$1.21M 0.5% 38
2023
Q1 		– Sell
-5,479
Closed -$735K – 452
2022
Q4 		$735K Buy
+5,479
New +$778K 0.38% 109

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Virtus ETF Advisers's BR Position: Q1 2025 in Review

Virtus ETF Advisers sold out of Broadridge (BR) in Q1 2025, closing a stake of 5,389 shares — an estimated $1.22M sold.

Virtus ETF Advisers first reported a position in BR in Q4 2022 and held it in 2 quarters. The position peaked at $1.22M in Q4 2024. 1,112 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Virtus ETF Advisers reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 5,389 Broadridge shares in Q1 2025, an estimated $1.22M.
  • Virtus ETF Advisers first reported a position in Broadridge in Q4 2022 and held it in 2 quarters.
  • Virtus ETF Advisers's Broadridge position peaked at $1.22M in Q4 2024.
  • 1,112 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.