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WealthCollab’s Virtus Investment Partners VRTS Stock Holding History

WealthCollab’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 		$2.87K Buy
+20
New +$2.82K ﹤0.01% 819

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
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

WealthCollab's VRTS Position: Q2 2026 in Review

WealthCollab opened a new position in Virtus Investment Partners (VRTS) in Q2 2026: 20 shares worth $2.87K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings.

234 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • WealthCollab held 20 shares of Virtus Investment Partners worth $2.87K as of Q2 2026.
  • Virtus Investment Partners was a new WealthCollab position in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #819 holding.
  • 234 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.