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Virtus Investment Partners shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Virtus Investment Partners (VRTS) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Virtus Investment Partners

Tip: Access up to 7 years of quarterly data

All positions including Virtus Investment Partners held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Investment Partners by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $385k 2.4k 163.15
2025-09-30 $454k 2.4k 190.03
2025-06-30 $450k 2.5k 181.40

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Activepassive Us (APUE)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Portfolio Solutions

Top funds holding Virtus Investment Partners

BlackRock
Vanguard Group
State Street Corporation
Charles Schwab Investment Management
Dimensional Fund Advisors
Victory Capital Management
American Century Companies
Geode Capital Management
AQR Capital Management
Royal Bank of Canada
Jpmorgan Chase & Co
Northern Trust
Brown Advisory Holdings Incorporated
WCM Investment Management
Goldman Sachs Group

View all funds holding Virtus Investment Partners