Among active 13F managers last quarter, 5 opened and 24 added, while 17 reduced; the largest holder to move was Victory Capital Management Inc (+30%). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$2.7M in open-market trades.
29 adding vs 17 trimming; insiders net sold $2.7M.
213 tracked 13F filers disclose a position in VRTS as of the latest SEC 13F filings, a combined $756.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 999K | $134.3M | ▲+1.8% Added · +18K sh | Q1 2026 | |
| 2 | Vanguard Portfolio Management LLC | 485K | $65.1M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 3 | State Street Corp | 448K | $64.3M | ▲+2.2% Added · +10K sh | Q2 2026 | |
| 4 | Victory Capital Management Inc | 318K | $42.7M | ▲+30% Added · +73K sh | Q1 2026 | |
| 5 | Dimensional Fund Advisors LP | 305K | $41.0M | ▲+2.7% Added · +8K sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 286K | $38.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 7 | Charles Schwab Investment Management Inc | 259K | $34.8M | ▼−14% Reduced · −41K sh | Q1 2026 | |
| 8 | American Century Companies Inc | 189K | $25.4M | ▲+9.4% Added · +16K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 165K | $23.7M | ▲+3.9% Added · +6K sh | Q2 2026 | |
| 10 | AQR Capital Management LLC | 132K | $17.8M | ▲+7.8% Added · +10K sh | Q1 2026 | |
| 11 | Brown Advisory Inc | 104K | $14.0M | ▲+15% Added · +13K sh | Q1 2026 | |
| 12 | Hotchkis & Wiley Capital Management LLC | 97K | $13.0M | ▲+44% Added · +29K sh | Q1 2026 | |
| 13 | Morgan Stanley | 96K | $12.9M | ▲+27% Added · +20K sh | Q1 2026 | |
| 14 | JPMorgan Chase & Co | 92K | $12.0M | ▲+0.3% Added · +256 sh | Q1 2026 | |
| 15 | Two Sigma Investments, LP | 87K | $11.6M | ▲+28% Added · +19K sh | Q1 2026 | |
| 16 | Zimmer Partners, LP | 84K | $11.3M | ▲+236% Added · +59K sh | Q1 2026 | |
| 17 | Glenmede Trust Co Na | 78K | $11.2M | ▲+40% Added · +22K sh | Q2 2026 | |
| 18 | Northern Trust Corp | 78K | $10.5M | ▼−19% Reduced · −18K sh | Q1 2026 | |
| 19 | Algert Global LLC | 78K | $11.2M | ▲+1.1% Added · +864 sh | Q2 2026 | |
| 20 | Goldman Sachs Group Inc | 70K | $9.4M | ▼−9.9% Reduced · −8K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | 70K | $9.4M | ▼−7.0% Reduced · −5K sh | Q1 2026 | |
| 22 | Millennium Management LLC | 59K | $7.9M | ▲+75% Added · +25K sh | Q1 2026 | |
| 23 | First Trust Advisors LP | 53K | $7.1M | ▲+38% Added · +15K sh | Q1 2026 | |
| 24 | Prudential Financial Inc | 47K | $6.4M | ▲+48% Added · +15K sh | Q1 2026 | |
| 25 | Vanguard Fiduciary Trust Co | 41K | $5.5M | →New filer Inherited book · not a new buyer | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in VRTS and 24 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 106 funds | $188.7B |
| JPMORGAN CHASE & COJPM | 104 funds | $41.1B |
| NVIDIA CORPNVDA | 102 funds | $267.5B |
| META PLATFORMS INC-CLASS AMETA | 102 funds | $76.0B |
| VISA INC-CLASS A SHARESV | 101 funds | $43.1B |
| BANK OF AMERICA CORPBAC | 101 funds | $22.2B |
| FEDEX CORPFDX | 101 funds | $7.7B |
| BROADCOM INCAVGO | 100 funds | $110.1B |
| ALPHABET INC-CL AGOOGL | 100 funds | $105.5B |
| ELI LILLY & COLLY | 100 funds | $53.2B |
| TESLA INCTSLA | 100 funds | $45.2B |
| GENERAL ELECTRICGE | 100 funds | $20.8B |
Ranked by how many of VRTS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell (S) | 2K | $283K |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell (S) | 879 | $145K |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell (S) | 3K | $459K |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell (S) | 5K | $765K |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell (S) | 3K | $445K |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell (S) | 2K | $388K |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell (S) | 120 | $20K |
| Jun 16, 2026 | Mandinach Barry M. | EVP, Head of Distribution | Sell (S) | 5K | $651K |
| Jun 16, 2026 | Mandinach Barry M. | EVP, Head of Distribution | Sell (S) | 500 | $73K |
| Mar 12, 2026 | MORRIS W HOWARD | Director | Buy (P) | 2K | $259K |
| Mar 12, 2026 | MORRIS W HOWARD | Director | Buy (P) | 2K | $246K |
| Mar 12, 2026 | MORRIS W HOWARD | Director | Buy (P) | 150 | $19K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Latest quarterly filings | 42 | 37 | – |
Insiders Form 4 open-market | 1 | 2 | -$2.7M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for VRTS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VRTS/capital-change-brief"
Use Arkolith's capital_change_brief for VRTS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VRTS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.