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Virtus Investment Partners Inc

VRTS
159.260USD
-1.070-0.67%
Market hours ETQuotes delayed by 15 min
1.07BMarket Cap
7.89P/E TTM

Virtus Investment Partners Inc

159.260
-1.070-0.67%

More Details of Virtus Investment Partners Inc Company

Virtus Investment Partners, Inc. provides investment management and related services to individuals and institutions. The Company offers investments strategies for individual and institutional investors in different investment product structures and through multiple distribution channels. The Company provides various asset classes (equity, fixed income, multi-asset and alternative), geographies (domestic, global, international, and emerging), market capitalizations (large, mid, and small), styles (growth, core, and value) and investment approaches (fundamental and quantitative). Its retail products include open-end funds and exchange traded funds (ETFs), as well as closed-end funds and retail separate accounts. Its institutional products are offered through separate accounts and pooled to a variety of institutional clients. The Company also provides sub advisory services to other investment advisers and serve as the collateral manager for structured products.

Virtus Investment Partners Inc Info

Ticker SymbolVRTS
Company nameVirtus Investment Partners Inc
IPO dateMar 13, 1992
CEOMr. George R. Aylward, CPA
Number of employees805
Security typeOrdinary Share
Fiscal year-endMar 13
AddressOne Financial Plaza
CityHARTFORD
Stock exchangeNYSE Consolidated
CountryUnited States of America
Postal code06103
Phone18002487971
Websitehttps://corporate.virtus.com/
Ticker SymbolVRTS
IPO dateMar 13, 1992
CEOMr. George R. Aylward, CPA

Company Executives of Virtus Investment Partners Inc

Name
Name/Position
Position
Shareholding
Change
Mr. Michael A. (Mike) Angerthal, CPA
Mr. Michael A. (Mike) Angerthal, CPA
Chief Financial Officer, Executive Vice President, Treasurer
Chief Financial Officer, Executive Vice President, Treasurer
69.15K
+3.40%
Mr. Timothy A. Holt
Mr. Timothy A. Holt
Independent Chairman of the Board
Independent Chairman of the Board
31.80K
+3.43%
Dr. Susan S. Fleming
Dr. Susan S. Fleming
Independent Director
Independent Director
16.64K
+4.08%
Ms. Melody L. Jones
Ms. Melody L. Jones
Independent Director
Independent Director
8.87K
+8.02%
Mr. Paul G. Greig
Mr. Paul G. Greig
Independent Director
Independent Director
4.16K
+18.59%
Mr. Peter L. Bain
Mr. Peter L. Bain
Independent Director
Independent Director
4.01K
+17.89%
Ms. Elizabeth A. Lieberman
Ms. Elizabeth A. Lieberman
Chief Human Resources Officer, Executive Vice President
Chief Human Resources Officer, Executive Vice President
3.08K
+79.93%
Mr. John C. Weisenseel, CPA
Mr. John C. Weisenseel, CPA
Independent Director
Independent Director
609.00
--
Ms. Andra C. Purkalitis
Ms. Andra C. Purkalitis
Executive Vice President, General Counsel, Corporate Secretary, Chief Legal Officer
Executive Vice President, General Counsel, Corporate Secretary, Chief Legal Officer
419.00
-75.77%
Mr. Barry M. Mandinach
Mr. Barry M. Mandinach
Executive Vice President, Head of Distribution
Executive Vice President, Head of Distribution
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Michael A. (Mike) Angerthal, CPA
Mr. Michael A. (Mike) Angerthal, CPA
Chief Financial Officer, Executive Vice President, Treasurer
Chief Financial Officer, Executive Vice President, Treasurer
69.15K
+3.40%
Mr. Timothy A. Holt
Mr. Timothy A. Holt
Independent Chairman of the Board
Independent Chairman of the Board
31.80K
+3.43%
Dr. Susan S. Fleming
Dr. Susan S. Fleming
Independent Director
Independent Director
16.64K
+4.08%
Ms. Melody L. Jones
Ms. Melody L. Jones
Independent Director
Independent Director
8.87K
+8.02%
Mr. Paul G. Greig
Mr. Paul G. Greig
Independent Director
Independent Director
4.16K
+18.59%
Mr. Peter L. Bain
Mr. Peter L. Bain
Independent Director
Independent Director
4.01K
+17.89%

Revenue Breakdown

Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
By BusinessUSD
Name
Revenue
Proportion
Open-end funds
70.38M
33.43%
Retail separate accounts
51.82M
24.61%
Institutional accounts
42.40M
20.14%
Other income and fees
30.02M
14.26%
Closed-end funds
14.88M
7.07%
Other products
1.03M
0.49%
No Data
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Open-end funds
70.38M
33.43%
Retail separate accounts
51.82M
24.61%
Institutional accounts
42.40M
20.14%
Other income and fees
30.02M
14.26%
Closed-end funds
14.88M
7.07%
Other products
1.03M
0.49%

Shareholding Stats

Updated: 20 hours ago
Updated: 20 hours ago
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
13.48%
The Vanguard Group, Inc.
12.87%
Charles Schwab Investment Management, Inc.
4.51%
Dimensional Fund Advisors, L.P.
4.46%
State Street Investment Management (US)
4.18%
Other
60.50%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
13.48%
The Vanguard Group, Inc.
12.87%
Charles Schwab Investment Management, Inc.
4.51%
Dimensional Fund Advisors, L.P.
4.46%
State Street Investment Management (US)
4.18%
Other
60.50%
Shareholder Types
Shareholders
Proportion
Investment Advisor
48.38%
Investment Advisor/Hedge Fund
28.43%
Individual Investor
6.30%
Hedge Fund
3.59%
Research Firm
2.01%
Pension Fund
1.56%
Sovereign Wealth Fund
0.65%
Bank and Trust
0.46%
Venture Capital
0.10%
Other
8.51%

Institutional Shareholding

Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
482
5.75M
85.23%
-456.27K
2025Q2
479
6.20M
89.84%
-423.80K
2025Q1
489
6.25M
90.37%
-463.96K
2024Q4
482
6.26M
89.87%
-564.80K
2024Q3
476
6.29M
88.97%
-562.16K
2024Q2
473
6.38M
89.68%
-388.65K
2024Q1
465
6.41M
90.06%
-436.85K
2023Q4
465
6.47M
89.99%
-574.66K
2023Q3
465
6.61M
91.09%
-597.32K
2023Q2
464
6.67M
91.42%
-673.54K
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
909.73K
13.48%
-58.91K
-6.08%
Jun 30, 2025
The Vanguard Group, Inc.
868.78K
12.87%
-32.12K
-3.56%
Jun 30, 2025
Charles Schwab Investment Management, Inc.
304.53K
4.51%
+4.57K
+1.52%
Jun 30, 2025
Dimensional Fund Advisors, L.P.
300.82K
4.46%
-4.88K
-1.60%
Jun 30, 2025
State Street Investment Management (US)
281.92K
4.18%
-6.75K
-2.34%
Jun 30, 2025
Aylward (George Robert)
265.67K
3.94%
+4.15K
+1.59%
Mar 31, 2025
Geode Capital Management, L.L.C.
154.98K
2.3%
+961.00
+0.62%
Jun 30, 2025
American Century Investment Management, Inc.
125.96K
1.87%
+12.77K
+11.28%
Jun 30, 2025
WCM Investment Management
125.08K
1.85%
+22.90K
+22.41%
Jun 30, 2025
Victory Capital Management Inc.
109.56K
1.62%
+14.88K
+15.72%
Jun 30, 2025
View more

Related ETFs

Updated: Sun, Nov 2
Updated: Sun, Nov 2
Name
Proportion
Monarch Volume Factor Dividend Tree Index ETF
2.26%
SPDR S&P Capital Markets ETF
1.69%
JPMorgan Active Small Cap Value ETF
0.89%
WisdomTree US SmallCap Quality Dividend Growth
0.78%
JPMorgan Fundamental Data Science Small Core ETF
0.62%
Distillate Small/Mid Cash Flow ETF
0.56%
WBI Power Factor High Dividend ETF
0.5%
First Trust Active Factor Small Cap ETF
0.48%
First Trust Small Cap Value AlphaDEX Fund
0.47%
Themes US Small Cap Cash Flow Champions ETF
0.37%
View more
Monarch Volume Factor Dividend Tree Index ETF
Proportion2.26%
SPDR S&P Capital Markets ETF
Proportion1.69%
JPMorgan Active Small Cap Value ETF
Proportion0.89%
WisdomTree US SmallCap Quality Dividend Growth
Proportion0.78%
JPMorgan Fundamental Data Science Small Core ETF
Proportion0.62%
Distillate Small/Mid Cash Flow ETF
Proportion0.56%
WBI Power Factor High Dividend ETF
Proportion0.5%
First Trust Active Factor Small Cap ETF
Proportion0.48%
First Trust Small Cap Value AlphaDEX Fund
Proportion0.47%
Themes US Small Cap Cash Flow Champions ETF
Proportion0.37%

Dividend

A total of 213.72M USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Dec 12, 2024
VRTS.NB Final Cash Dividend of gross USD 2.25 paid on Feb 12, 2025 going ex on Jan 31, 2025
Jan 31, 2025
Feb 12, 2025
Jan 31, 2025
Aug 15, 2024
VRTS.NB Interim Cash Dividend of gross USD 2.25 paid on Nov 13, 2024 going ex on Oct 31, 2024
Oct 31, 2024
Nov 13, 2024
Oct 31, 2024
May 16, 2024
VRTS.NB Interim Cash Dividend of gross USD 1.9 paid on Aug 15, 2024 going ex on Jul 31, 2024
Jul 31, 2024
Aug 15, 2024
Jul 31, 2024
Feb 22, 2024
VRTS.NB Interim Cash Dividend of gross USD 1.9 paid on May 15, 2024 going ex on Apr 29, 2024
Apr 30, 2024
May 15, 2024
Apr 29, 2024
Dec 07, 2023
VRTS.NB Final Cash Dividend of gross USD 1.9 paid on Feb 15, 2024 going ex on Jan 30, 2024
Jan 31, 2024
Feb 15, 2024
Jan 30, 2024
Aug 17, 2023
VRTS.NB Interim Cash Dividend of gross USD 1.9 paid on Nov 15, 2023 going ex on Oct 30, 2023
Oct 31, 2023
Nov 15, 2023
Oct 30, 2023
May 18, 2023
VRTS.NB Interim Cash Dividend of gross USD 1.65 paid on Aug 15, 2023 going ex on Jul 28, 2023
Jul 31, 2023
Aug 15, 2023
Jul 28, 2023
Feb 23, 2023
VRTS.NB Interim Cash Dividend of gross USD 1.65 paid on May 15, 2023 going ex on Apr 27, 2023
Apr 28, 2023
May 15, 2023
Apr 27, 2023
Dec 08, 2022
VRTS.NB Final Cash Dividend of gross USD 1.65 paid on Feb 15, 2023 going ex on Jan 30, 2023
Jan 31, 2023
Feb 15, 2023
Jan 30, 2023
Aug 18, 2022
VRTS.NB Interim Cash Dividend of gross USD 1.65 paid on Nov 15, 2022 going ex on Oct 28, 2022
Oct 31, 2022
Nov 15, 2022
Oct 28, 2022
View more

Stock Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
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