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Virtus Investment Partners (VRTS)

CUSIP: 92828Q109 | NYSE | Financial Services · Asset Management | Small Cap | 836 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.1,001,61615.1%New 5%+ stakeSep 30, 202692d ahead of 13F (1,056,614 sh) · −54,998
13G/AVanguard Portfolio Management LLC380,3225.7%New 5%+ stakeSep 30, 202692d ahead of 13F (450,124 sh) · −69,802
13G/ABlackRock, Inc.1,001,616
15.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (1,056,614 sh) · −54,998
13G/AVanguard Portfolio Management LLC380,322
5.7% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (450,124 sh) · −69,802

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP369,858
0.0% of portfolio›$48.9M
Bank of New York Mellon Corp70,540
0.0% of portfolio›$9.3M
Creative Planning36,797
0.0% of portfolio›$4.9M
Principal Financial Group Inc29,445
0.0% of portfolio›$3.9M
Villanova Investment Management Co11,284
1.5% of portfolio›$1.5M
Virginia Retirement Systems ET Al8,600
0.0% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC7,160
0.0% of portfolio›$942.2K
Mirae Asset Global Investments Co., Ltd.5,870
0.0% of portfolio›$776.7K
New York State Teachers Retirement System5,183
0.0% of portfolio›$686
Lido Advisors, LLC4,417
0.0% of portfolio›$584.5K
Thrivent Financial for Lutherans3,918
0.0% of portfolio›$518
Illinois Municipal Retirement Fund3,585
0.0% of portfolio›$474.4K
Choreo, LLC3,100
0.0% of portfolio›$410.2K
Cambridge Investment Research Advisors, Inc.2,896
0.0% of portfolio›$383
WBI Investments, LLC2,612
0.1% of portfolio›$345.6K
Louisiana State Employees Retirement System2,600
0.0% of portfolio›$344.0K
Evergreen Capital Management LLC2,580
0.0% of portfolio›$341.4K
International Assets Investment Management, LLC2,300
0.0% of portfolio›$305.4K
Nisa Investment Advisors, LLC2,250
0.0% of portfolio›$297.7K
Arizona State Retirement System1,787
0.0% of portfolio›$236.5K
Brighton Jones LLC1,772
0.0% of portfolio›$234.5K
Amalgamated Bank1,604
0.0% of portfolio›$212
Focus Financial Network, Inc.1,602
0.0% of portfolio›$212.0K
Yousif Capital Management, LLC1,582
0.0% of portfolio›$209.3K
Fifth Third Bancorp1,515
0.0% of portfolio›$200.5K
Citigroup Inc1,400
0.0% of portfolio›$185.2K
Oregon Public Employees Retirement Fund1,381
0.0% of portfolio›$182.7K
State of Alaska, Department of Revenue1,263
0.0% of portfolio›$166
Farther Finance Advisors, LLC801
0.0% of portfolio›$106.0K
Gamma Investing LLC409
0.0% of portfolio›$54.1K
Pinnacle Wealth Planning Services, Inc.383
0.0% of portfolio›$50.7K
Signaturefd, LLC260
0.0% of portfolio›$34.4K
US Bancorp \de\254
0.0% of portfolio›$33.6K
EverSource Wealth Advisors, LLC248
0.0% of portfolio›$32.8K
Essential Partners LLC244
0.0% of portfolio›$32.3K
Heritage Family Offices, LLP166
0.0% of portfolio›$22.0K
Harbor Capital Advisors, Inc.141
0.0% of portfolio›$19
Salomon & Ludwin, LLC139
0.0% of portfolio›$18.4K
Root Financial Partners, LLC127
0.0% of portfolio›$16.8K
Sterling Capital Management LLC125
0.0% of portfolio›$16.5K
New England Capital Financial Advisors LLC120
0.0% of portfolio›$15.9K
IFP Advisors, Inc112
0.0% of portfolio›$14.8K
True Wealth Design, LLC107
0.0% of portfolio›$14.2K
Canton Hathaway, LLC100
0.0% of portfolio›$13.2K
Trust Co of Toledo NA90
0.0% of portfolio›$11.9K
Versant Capital Management, Inc74
0.0% of portfolio›$9.8K
Assetmark, Inc66
0.0% of portfolio›$8.7K
Parallel Advisors, LLC62
0.0% of portfolio›$8.2K
MassMutual Private Wealth & Trust, FSB40
0.0% of portfolio›$5.3K
Mitsubishi UFJ Asset Management Co., Ltd.39
0.0% of portfolio›$5.2K
SJS Investment Consulting Inc.35
0.0% of portfolio›$4.6K
Bare Financial Services, Inc30
0.0% of portfolio›$4.0K
Ascentis Wealth Management, LLC23
0.0% of portfolio›$3.0K
Parkside Financial Bank & Trust19
0.0% of portfolio›$2.5K
Private Wealth Management Group, LLC18
0.0% of portfolio›$2.4K
Eastern Bank16
0.0% of portfolio›$2.1K
Pension & Wealth Management Advisors, Inc.15
0.0% of portfolio›$2.0K
Centerpoint Advisors, LLC12
0.0% of portfolio›$2
NBT Bank, N.A.12
0.0% of portfolio›$1.6K
Covestor Ltd12
0.0% of portfolio›$2
Financial Consulate, Inc9
0.0% of portfolio›$1.2K
MTM Investment Management, LLC9
0.0% of portfolio›$1.2K
Retirement Wealth Solutions LLC8
0.0% of portfolio›$1.1K
Provenance Wealth Advisors, LLC7
0.0% of portfolio›$926
Country Trust Bank7
0.0% of portfolio›$926
Fairman Group, LLC6
0.0% of portfolio›$794
Farmers & Merchants Investments Inc6
0.0% of portfolio›$794
Jnba Financial Advisors5
0.0% of portfolio›$662
Comprehensive Financial Planning, Inc.4
0.0% of portfolio›$529
Bell Investment Advisors, Inc4
0.0% of portfolio›$530
SBI Securities Co., Ltd.4
0.0% of portfolio›$529
Triumph Capital Management3
0.0% of portfolio›$397
Davis Capital Management2
0.0% of portfolio›$265
Hughes Financial Services, LLC2
0.0% of portfolio›$250
Gilpin Wealth Management, LLC1
0.0% of portfolio›$133
Princeton Global Asset Management LLC1
0.0% of portfolio›$132
Larson Financial Group LLC1
0.0% of portfolio›$132
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
369,858$48.9M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
70,540$9.3M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
36,797$4.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Principal Financial Group Inc
29,445$3.9M0.0%CoreLowDes Moines, IA2026-11-02
Villanova Investment Management Co
11,284$1.5M1.5%Deep ValueMediumWayne, PA2026-11-02
Virginia Retirement Systems ET Al
8,600$1.1M0.0%CoreMediumRichmond, VA2026-10-28
Wealth Enhancement Advisory Services, LLC
7,160$942.2K0.0%CoreLowPlymouth, MN2026-10-13
Mirae Asset Global Investments Co., Ltd.
5,870$776.7K0.0%GrowthLowSeoul, Malaysia2026-11-03
New York State Teachers Retirement System
5,183$6860.0%CoreVery LowAlbany, NY2026-10-22
Lido Advisors, LLC
4,417$584.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Thrivent Financial for Lutherans
3,918$5180.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
3,585$474.4K0.0%CoreMediumOak Brook, IL2026-11-05
Choreo, LLC
3,100$410.2K0.0%IndexLowRockford, IL2026-10-28
Cambridge Investment Research Advisors, Inc.
2,896$3830.0%ETFLowFairfield, IA2026-11-02
WBI Investments, LLC
2,612$345.6K0.1%ValueVery HighRed Bank, NJ2026-11-05
Louisiana State Employees Retirement System
2,600$344.0K0.0%IndexLowBaton Rouge, LA2026-10-20
Evergreen Capital Management LLC
2,580$341.4K0.0%GARPMediumBellevue, WA2026-10-23
International Assets Investment Management, LLC
2,300$305.4K0.0%CoreVery HighOrlando, FL2026-11-02
Nisa Investment Advisors, LLC
2,250$297.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Arizona State Retirement System
1,787$236.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Brighton Jones LLC
1,772$234.5K0.0%CoreVery LowSeattle, WA2026-11-03
Amalgamated Bank
1,604$2120.0%CoreVery LowNew York, NY2026-10-23
Focus Financial Network, Inc.
1,602$212.0K0.0%ETFLowMinneapolis, MN2026-10-14
Yousif Capital Management, LLC
1,582$209.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Fifth Third Bancorp
1,515$200.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Citigroup Inc
1,400$185.2K0.0%CoreMediumNew York, NY2026-11-04
Oregon Public Employees Retirement Fund
1,381$182.7K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
1,263$1660.0%CoreVery LowJuneau, AK2026-10-15
Farther Finance Advisors, LLC
801$106.0K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
409$54.1K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
383$50.7K0.0%GARPLowMansfield, OH2026-10-27
Signaturefd, LLC
260$34.4K0.0%IndexLowAtlanta, GA2026-10-23
US Bancorp \de\
254$33.6K0.0%IndexLowMinneapolis, MN2026-11-05
EverSource Wealth Advisors, LLC
248$32.8K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
244$32.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Heritage Family Offices, LLP
166$22.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Harbor Capital Advisors, Inc.
141$190.0%ValueHighChicago, IL2026-10-22
Salomon & Ludwin, LLC
139$18.4K0.0%ETFVery LowRichmond, VA2026-10-29
Root Financial Partners, LLC
127$16.8K0.0%ETFMediumEncinitas, CA2026-10-21
Sterling Capital Management LLC
125$16.5K0.0%GARPMediumCharlotte, NC2026-10-22
New England Capital Financial Advisors LLC
120$15.9K0.0%ETFLowMeriden, CT2026-11-03
IFP Advisors, Inc
112$14.8K0.0%GrowthLowTampa, FL2026-10-16
True Wealth Design, LLC
107$14.2K0.0%ETFMediumAkron, OH2026-10-13
Canton Hathaway, LLC
100$13.2K0.0%ValueLowProvidence, RI2026-10-23
Trust Co of Toledo NA
90$11.9K0.0%GrowthVery LowHolland, OH2026-10-16
Versant Capital Management, Inc
74$9.8K0.0%GARPLowPhoenix, AZ2026-10-02
Assetmark, Inc
66$8.7K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
62$8.2K0.0%IndexLowSan Francisco, CA2026-11-03
MassMutual Private Wealth & Trust, FSB
40$5.3K0.0%CoreLowSpringfield, MA2026-10-05
Mitsubishi UFJ Asset Management Co., Ltd.
39$5.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
SJS Investment Consulting Inc.
35$4.6K0.0%ETFVery LowSylvania, OH2026-10-26
Bare Financial Services, Inc
30$4.0K0.0%ETFVery LowGap, PA2026-11-04
Ascentis Wealth Management, LLC
23$3.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Parkside Financial Bank & Trust
19$2.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Private Wealth Management Group, LLC
18$2.4K0.0%ETFLowPrinceton, NJ2026-10-19
Eastern Bank
16$2.1K0.0%GrowthMediumBoston, MA2026-10-05
Pension & Wealth Management Advisors, Inc.
15$2.0K0.0%ETFLowWaltham, MA2026-10-16
Centerpoint Advisors, LLC
12$20.0%ETFVery LowNeedham, MA2026-11-05
NBT Bank, N.A.
12$1.6K0.0%CoreLowNorwich, NY2026-10-21
Covestor Ltd
12$20.0%ValueHighLondon, United Kingdom2026-10-30
Financial Consulate, Inc
9$1.2K0.0%ETFLowHunt Valley, MD2026-10-23
MTM Investment Management, LLC
9$1.2K0.0%CoreVery LowSpartanburg, SC2026-10-30
Retirement Wealth Solutions LLC
8$1.1K0.0%ETFLowMarshfield, WI2026-10-07
Provenance Wealth Advisors, LLC
7$9260.0%ETFLowFort Lauderdale, FL2026-10-30
Country Trust Bank
7$9260.0%GrowthLowBloomington, IL2026-10-30
Fairman Group, LLC
6$7940.0%ETFLowChesterbrook, PA2026-10-26
Farmers & Merchants Investments Inc
6$7940.0%CoreVery LowLincoln, NE2026-10-22
Jnba Financial Advisors
5$6620.0%ETFMediumBloomington, MN2026-11-03
Comprehensive Financial Planning, Inc.
4$5290.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Bell Investment Advisors, Inc
4$5300.0%ETFVery LowOrinda, CA2026-10-29
SBI Securities Co., Ltd.
4$5290.0%Agg GrowthLowTokyo, Mexico2026-10-22
Triumph Capital Management
3$3970.0%ETFMediumDenver, CO2026-10-14
Davis Capital Management
2$2650.0%CoreLowJacksonville, FL2026-10-08
Hughes Financial Services, LLC
2$2500.0%ETFLowHerndon, VA2026-10-30
Gilpin Wealth Management, LLC
1$1330.0%GrowthLowDenver, CO2026-10-09
Princeton Global Asset Management LLC
1$1320.0%GrowthLowPrinceton, NJ2026-10-21
Larson Financial Group LLC
1$1320.0%GrowthLowSt Louis, MO2026-11-05