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The company

Virtus Investment Partners, Inc.

VRTS · NYSE

FinancialsCapital Markets & Asset ManagementNot moving yet

VRTS stood above a rising 150-day average in 2 of the last 52 weekly readings, and has been out of that trend for the last 10 weeks. It is 19.2% below that average now. Capital Markets & Asset Management: 23% of its 97 stocks in an uptrend (−14 points in four weeks); Financials: 43% (−14 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 10
Industry in uptrend: 23% -14 in 4 wk
Insider buys, 12 months: $1.0M
Insider sales, 12 months: $8.0M
Officials’ trades on record: 0
Institutions holding: 217 (-1)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 2 of 52 weeks.

20 Apr – 19 Oct

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1

Sale orders, 12 months5

Buyers · sellers1 · 4

Who	Did	Shares	Traded
W. Howard MorrisDirector	sold	435at $138.59	15 Sep 2026filed 15 Sep 2026
Michael A. AngerthalEVP, CFO & Treasurer	sold	1,722at $164.47	3 Aug 2026filed 4 Aug 2026
Michael A. AngerthalEVP, CFO & Treasurer	sold	879at $165.21	3 Aug 2026filed 4 Aug 2026
Michael A. AngerthalEVP, CFO & Treasurer	sold	2,758at $166.53	3 Aug 2026filed 4 Aug 2026
Michael A. AngerthalEVP, CFO & Treasurer	sold	4,568at $167.44	3 Aug 2026filed 4 Aug 2026
Michael A. AngerthalEVP, CFO & Treasurer	sold	2,643at $168.41	3 Aug 2026filed 4 Aug 2026
Michael A. AngerthalEVP, CFO & Treasurer	sold	2,285at $169.72	3 Aug 2026filed 4 Aug 2026
Michael A. AngerthalEVP, CFO & Treasurer	sold	120at $170.29	3 Aug 2026filed 4 Aug 2026
Barry M. MandinachEVP, Head of Distribution	sold	4,500at $144.71	16 Jun 2026filed 17 Jun 2026
Barry M. MandinachEVP, Head of Distribution	sold	500at $145.25	16 Jun 2026filed 17 Jun 2026
W. Howard MorrisDirector	bought	1,900at $129.62	12 Mar 2026filed 16 Mar 2026
W. Howard MorrisDirector	bought	150at $129.23	12 Mar 2026filed 16 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders217-1 on the quarter

New · exited32 · 33

Reported value$886.2M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	1,056,614$151.6M	+57,246+5.7%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 2026	450,124$64.6M	-34,766−7.2%
STATE STREET CORPadded · filed 7 Aug 2026	448,314$64.3M	+9,580+2.2%
VICTORY CAPITAL MANAGEMENT INCadded · filed 7 Aug 2026	352,930$50.6M	+34,921+11.0%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026	315,715$45.3M	+10,600+3.5%
AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 2026	286,625$41.1M	+154,351+116.7%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026	279,848$40.2M	-5,698−2.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INCadded · filed 14 Aug 2026	279,346$40.1M	+20,531+7.9%
Sixth Street Partners Management Company, L.P.new · filed 14 Aug 2026	279,346$40.1M	+279,346
AMERICAN CENTURY COMPANIES INCadded · filed 12 Aug 2026	195,363$28.0M	+6,550+3.5%