Mount Yale Investment Advisors »

Virtus Investment Partners shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Virtus Investment Partners (VRTS) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Virtus Investment Partners

Tip: Access up to 7 years of quarterly data

All positions including Virtus Investment Partners held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Virtus Investment Partners by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 6.5k 163.14
2025-09-30 $1.3M 6.9k 190.03
2018-09-30 $62k 608 101.97
2018-06-30 $73k 570 128.07
2018-03-31 $72k 579 124.35