Captrust Financial Advisors »

Virtus Investment Partners shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Virtus Investment Partners

Tip: Access up to 7 years of quarterly data

All positions including Virtus Investment Partners held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 1.5k 163.15
2025-09-30 $291k 1.5k 190.03
2022-06-30 $96k 562 170.82
2022-03-31 $140k 582 240.55
2021-12-31 $83k 281 295.37
2021-09-30 $84k 270 311.11
2021-06-30 $73k 262 278.63
2021-03-31 $64k 270 237.04
2020-12-31 $4.0k 17 235.29
2020-09-30 $999 7 142.86
2020-06-30 $999 7 142.86
2019-09-30 $1.0k 7 142.86
2019-06-30 $1.0k 7 142.86