VRTS NYSE
Virtus Investment Partners, Inc.
1W: +1.1%
1M: -8.9%
3M: -29.4%
YTD: -25.7%
1Y: -33.0%
3Y: -25.1%
5Y: -56.8%
$121.06
+2.12 (+1.78%)
After Hours: $121.37 (+0.31, +0.26%)
Weekly Expected Move ±4.0%
$110
$115
$119
$124
$129
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
ETF Exposure
140
ETFs Holding
Total ETF Value
1.31%
Max Weight
0.059%
Avg Weight
ETF Holdings by Value
ETFs Holding VRTS
| # | ETF | Weight | Value | Holdings | Top 10 Wt | P/E | Div Yield | Sector Mix |
|---|---|---|---|---|---|---|---|---|
| 1 | NIR | 0.0500% | 602 | 6.4% | 20.3 | 0.02% | ||
| 2 |
IJR
iShares Core S&P Small-Cap ETF
|
0.0400% | 602 | 5.3% | 35.1 | 0.02% | ||
| 3 | VSMPX | 0.0011% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 4 | VITSX | 0.0011% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 5 |
VTI
Vanguard Morningstar Total Stock Market ETF
|
0.0011% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 6 | VTSAX | 0.0011% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 7 | NJM | 0.0280% | 1,897 | 8.0% | 11.8 | 0.01% | ||
| 8 |
IWM
iShares Russell 2000 ETF
|
0.0290% | 1,965 | 3.3% | 9.3 | 0.02% | ||
| 9 |
SCHD
Schwab U.S. Dividend Equity ETF
|
0.0174% | 100 | 41.4% | 24.7 | 0.03% | ||
| 10 | NAESX | 0.0105% | 1,302 | 4.3% | 23.6 | 0.01% | ||
| 11 |
VB
Vanguard Morningstar Small-Cap ETF
|
0.0105% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 12 | VSMAX | 0.0105% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 13 | VSCIX | 0.0105% | 1,298 | 5.0% | 22.8 | 0.01% | ||
| 14 |
AVUV
Avantis U.S. Small Cap Value ETF
|
0.0600% | 786 | 7.9% | 11.4 | 0.02% | ||
| 15 |
VBR
Vanguard Morningstar Small-Cap Value ETF
|
0.0189% | 818 | 5.7% | 19.9 | 0.02% | ||
| 16 | VSIAX | 0.0189% | 818 | 5.7% | 19.9 | 0.02% | ||
| 17 |
DFAT
Dimensional - US Targeted Value ETF
|
0.0386% | 1,219 | 7.0% | 20.1 | 0.02% | ||
| 18 | FSSNX | 0.0330% | 1,952 | 3.2% | 7.5 | 0.02% | ||
| 19 |
VXF
Vanguard Extended Market ETF
|
0.0099% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 20 | VIEIX | 0.0099% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 21 | VEMPX | 0.0099% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 22 | VEXAX | 0.0099% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 23 |
DFSV
U.S. Small Cap Value Portfolio ETF Class Shares
|
0.0327% | 1,054 | 7.2% | 21.4 | 0.02% | ||
| 24 | NJS | 0.1100% | 459 | 8.4% | 11.4 | 0.03% | ||
| 25 | NAJ | 0.0584% | 1,376 | 6.9% | 8.4 | 0.02% | ||
| 26 | VEXRX | 0.0319% | 826 | 8.1% | 25.0 | 0.01% | ||
| 27 | VEXPX | 0.0319% | 824 | 8.0% | 24.2 | 0.01% | ||
| 28 |
IWN
iShares Russell 2000 Value ETF
|
0.0500% | 1,396 | 5.4% | 19.1 | 0.03% | ||
| 29 |
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
|
0.0425% | 605 | 5.2% | 34.9 | 0.02% | ||
| 30 |
DFAS
Dimensional - US Small Cap ETF
|
0.0188% | 2,090 | 2.6% | 15.2 | 0.01% | ||
| 31 |
IJS
iShares S&P Small-Cap 600 Value ETF
|
0.0800% | 462 | 8.9% | 23.9 | 0.02% | ||
| 32 |
KCE
State Street SPDR S&P Capital Markets ETF
|
1.3096% | 66 | 19.1% | 18.2 | 0.02% | ||
| 33 | VTSIX | 0.0534% | 599 | 5.4% | 34.9 | 0.02% | ||
| 34 | VTMSX | 0.0534% | 599 | 5.8% | 24.3 | 0.02% | ||
| 35 | FSMAX | 0.0130% | 3,181 | 8.8% | 12.6 | 0.01% | ||
| 36 |
VTWO
Vanguard Russell 2000 ETF
|
0.0279% | 1,992 | 3.3% | 8.8 | 0.01% | ||
| 37 |
FNDA
Schwab Fundamental U.S. Small Company Index ETF
|
0.0516% | 907 | 3.7% | 38.3 | 0.02% | ||
| 38 |
DFMC
U.S. Micro Cap Portfolio ETF
|
0.0542% | 1,732 | 3.7% | 24.8 | 0.02% | ||
| 39 |
SCHA
Schwab U.S. Small-Cap ETF
|
0.0181% | 1,743 | 2.8% | 15.7 | 0.02% | ||
| 40 |
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
|
0.0797% | 464 | 9.0% | 23.8 | 0.02% | ||
| 41 |
DFAC
Dimensional - US Core Equity 2 ETF
|
0.0038% | 2,537 | 26.7% | 27.5 | 0.01% | ||
| 42 | VSTCX | 0.0984% | 652 | 7.2% | 14.4 | 0.01% | ||
| 43 |
VIOO
Vanguard S&P Small-Cap 600 ETF
|
0.0473% | 603 | 5.3% | 35.7 | 0.02% | ||
| 44 |
DES
WisdomTree U.S. SmallCap Dividend Fund
|
0.1264% | 507 | 9.6% | 30.9 | 0.03% | ||
| 45 |
SLY
SPDR S&P 600 Small Cap ETF
|
0.1459% | 603 | 6.0% | 16.4 | 0.85% | ||
| 46 |
WDIV
State Street SPDR S&P Global Dividend ETF
|
0.7963% | 92 | 17.4% | 23.6 | 0.05% | ||
| 47 | FSKAX | 0.0010% | 3,600 | 34.8% | 51.6 | 0.01% | ||
| 48 |
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
|
0.0700% | 671 | 5.8% | 26.3 | 0.01% | ||
| 49 |
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
0.0800% | 629 | 7.7% | 5.3 | 0.02% | ||
| 50 |
VIOV
Vanguard S&P Small-Cap 600 Value ETF
|
0.0905% | 463 | 8.4% | 25.3 | 0.02% | ||
| 51 | MDSKX | 0.0287% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 52 | MASKX | 0.0287% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 53 |
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
0.0593% | 1,481 | 4.1% | 16.4 | 0.01% | ||
| 54 | FISVX | 0.0670% | 1,399 | 5.5% | 11.8 | 0.02% | ||
| 55 |
VFH
Vanguard Financials ETF
|
0.0100% | 423 | 48.2% | 18.3 | 0.02% | ||
| 56 | VFAIX | 0.0100% | 410 | 44.5% | 17.3 | 0.02% | ||
| 57 |
AVSC
Avantis U.S. Small Cap Equity ETF
|
0.0400% | 1,515 | 3.3% | 24.0 | 0.01% | ||
| 58 |
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
0.0013% | 2,420 | 33.8% | 62.4 | 0.01% | ||
| 59 |
DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
|
0.0027% | 2,518 | 27.9% | 32.6 | 0.01% | ||
| 60 | AVUVX | 0.0800% | 698 | 7.8% | 12.7 | 0.02% | ||
| 61 |
DXUV
U.S. Vector Equity Portfolio ETF Class Shares
|
0.0137% | 2,258 | 23.9% | 22.8 | 0.01% | ||
| 62 |
RWJ
Invesco S&P SmallCap 600 Revenue ETF
|
0.0414% | 600 | 14.3% | 19.1 | 0.02% | ||
| 63 |
EES
WisdomTree U.S. SmallCap Fund
|
0.1210% | 862 | 8.6% | 22.2 | 0.02% | ||
| 64 |
VFVA
Vanguard U.S. Value Factor ETF
|
0.0964% | 666 | 7.9% | 15.4 | 0.02% | ||
| 65 |
VTWV
Vanguard Russell 2000 Value ETF
|
0.0573% | 1,426 | 5.4% | 18.4 | 0.02% | ||
| 66 |
DSMC
Distillate Small/Mid Cash Flow ETF
|
0.4200% | 149 | 12.3% | 17.1 | 0.02% | ||
| 67 |
SCHB
Schwab U.S. Broad Market ETF
|
0.0014% | 2,380 | 33.9% | 62.5 | 0.01% | ||
| 68 |
DHS
WisdomTree U.S. High Dividend Fund
|
0.0366% | 316 | 35.2% | 29.2 | 0.04% | ||
| 69 | FZROX | 0.0010% | 2,631 | 33.4% | 51.3 | 0.01% | ||
| 70 |
AVUS
Avantis U.S. Equity ETF
|
—% | 1,919 | 29.9% | 39.4 | 0.01% | ||
| 71 |
SMMD
iShares Russell 2500 ETF
|
0.0118% | 2,474 | 3.1% | 19.4 | 0.02% | ||
| 72 |
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
|
0.0500% | 1,372 | 3.6% | 0.7 | 0.01% | ||
| 73 | VBAIX | 0.0008% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 74 | VBIAX | 0.0008% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 75 | VBINX | 0.0008% | 3,219 | 19.6% | 52.8 | 0.01% | ||
| 76 | FZIPX | 0.0160% | 2,126 | 3.3% | 18.3 | 0.02% | ||
| 77 | VITPX | 0.0012% | 3,015 | 34.6% | 62.4 | 0.01% | ||
| 78 | VITNX | 0.0012% | 3,134 | 32.0% | 52.7 | 0.01% | ||
| 79 |
RSSL
Global X - Russell 2000 ETF
|
0.0300% | 1,967 | 3.3% | 7.7 | 0.02% | ||
| 80 |
SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
|
0.0024% | 1,509 | 35.1% | 66.6 | 0.01% | ||
| 81 |
DFUS
Dimensional U.S. Equity ETF
|
0.0012% | 2,210 | 34.6% | 64.3 | 0.01% | ||
| 82 | NMV | 0.0013% | 2,552 | 34.3% | 54.6 | 0.01% | ||
| 83 |
IWV
iShares Russell 3000 ETF
|
0.0011% | 2,579 | 33.7% | 62.4 | 0.01% | ||
| 84 |
FNCL
Fidelity MSCI Financials Index ETF
|
0.0100% | 381 | 48.4% | 17.8 | 0.02% | ||
| 85 |
DFUV
Dimensional - US Marketwide Value ETF
|
0.0014% | 1,310 | 26.3% | 17.8 | 0.02% | ||
| 86 | HKK | 0.0308% | 1,062 | 5.9% | 15.0 | 0.02% | ||
| 87 |
AFSM
First Trust Active Factor Small Cap ETF
|
0.1500% | 320 | 8.6% | 11.4 | 0.02% | ||
| 88 | BSMAX | 0.0129% | 1,910 | 4.1% | 12.6 | 0.01% | ||
| 89 |
ISCV
iShares Morningstar Small Cap Value ETF
|
0.0300% | 1,036 | 5.5% | 18.8 | 0.02% | ||
| 90 | FLXSX | 0.0390% | 1,623 | 3.6% | 11.2 | 0.01% | ||
| 91 |
SFGV
Sequoia Global Value ETF
|
0.0100% | 522 | 44.6% | 24.6 | 0.02% | ||
| 92 |
WBIY
WBI Power Factor High Dividend ETF
|
0.2300% | 52 | 45.5% | 16.4 | 0.05% | ||
| 93 |
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
0.0521% | 538 | 5.8% | 26.9 | 0.02% | ||
| 94 |
JPSV
JPMorgan Active Small Cap Value ETF
|
0.3900% | 114 | 16.2% | 22.0 | 0.02% | ||
| 95 |
RNSC
First Trust Small Cap US Equity Select ETF
|
0.2100% | 314 | 21.6% | 34.6 | 0.94% | ||
| 96 |
XJR
iShares ESG Select Screened S&P Small-Cap ETF
|
0.0500% | 548 | 5.8% | 28.4 | 0.02% | ||
| 97 |
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
|
0.0379% | 1,100 | 11.2% | 17.1 | 0.02% | ||
| 98 |
MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
|
0.0145% | 1,818 | 6.1% | 16.1 | 0.01% | ||
| 99 |
DTD
WisdomTree U.S. Total Dividend Fund
|
0.0058% | 805 | 23.6% | 26.9 | 0.02% | ||
| 100 |
DFSU
Dimensional - US Sustainability Core 1 ETF
|
0.0038% | 1,967 | 30.7% | 39.3 | 0.01% | ||
| 101 |
HEJD
VictoryShares Hedged Equity Income ETF
|
0.2106% | 192 | 26.9% | 15.7 | 0.05% | ||
| 102 |
DFAU
Dimensional - US Core Equity Market ETF
|
0.0006% | 2,154 | 34.0% | 42.9 | 0.01% | ||
| 103 |
VTHR
Vanguard Russell 3000 ETF
|
0.0011% | 2,980 | 34.7% | 63.1 | 0.01% | ||
| 104 | AVSCX | 0.0500% | 1,108 | 3.7% | 10.0 | 0.01% | ||
| 105 |
TILT
Northern Trust Morningstar US Market Factor Tilt ETF
|
0.0026% | 1,894 | 26.0% | 49.9 | 0.01% | ||
| 106 |
WSML
iShares MSCI World Small-Cap ETF
|
0.0083% | 3,661 | 2.5% | 20.4 | 0.02% | ||
| 107 |
DMRS
DeltaShares S&P 600 Managed Risk ETF
|
0.1300% | 547 | 2.2% | 10.9 | 0.02% | ||
| 108 |
FNDB
Schwab Fundamental U.S. Broad Market Index ETF
|
0.0034% | 1,613 | 20.8% | 23.8 | 0.02% | ||
| 109 |
PSCF
Invesco S&P SmallCap Financials ETF
|
0.1713% | 160 | 15.3% | 20.1 | 0.03% | ||
| 110 | BASMX | 0.0010% | 1,985 | 19.9% | 91.7 | 0.01% | ||
| 111 |
VLU
State Street SPDR S&P 1500 Value Tilt ETF
|
0.0059% | 1,451 | 18.9% | 32.9 | 0.02% | ||
| 112 |
ITWO
ProShares Russell 2000 High Income ETF
|
0.0244% | 1,961 | 3.1% | 9.2 | 0.02% | ||
| 113 | HKG | 0.0142% | 1,533 | 4.5% | 18.8 | 0.02% | ||
| 114 | AVUSX | 0.0100% | 1,611 | 27.2% | 30.3 | 0.01% | ||
| 115 |
URTY
LEV
ProShares - UltraPro Russell2000
|
0.0125% | 1,964 | 22.8% | 9.2 | 0.02% | ||
| 116 |
MSML
iShares MSCI USA Small-Cap ETF
|
0.0100% | 1,657 | 4.0% | 21.1 | 0.02% | ||
| 117 |
SCDS
JPMorgan Fundamental Data Science Small Core ETF
|
0.3100% | 271 | 9.2% | 1.8 | 0.01% | ||
| 118 |
PQSG
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Growth ETF
|
0.2000% | 533 | 3.1% | 11.8 | 0.01% | ||
| 119 |
EBI
Longview Advantage ETF
|
—% | 1,731 | 27.1% | 21.1 | 0.01% | ||
| 120 |
UWM
LEV
ProShares - Ultra Russell2000
|
0.0106% | 1,963 | 39.1% | 9.2 | 0.02% | ||
| 121 |
EBIT
Harbor AlphaEdge Small Cap Earners ETF (EBIT)
|
0.1741% | 595 | 8.3% | 21.0 | 0.03% | ||
| 122 |
AOA
iShares Core 80/20 Aggressive Allocation ETF
|
0.0005% | 6,484 | 18.1% | 50.1 | 0.02% | ||
| 123 |
PQSV
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Value ETF
|
0.1400% | 777 | 2.1% | 13.0 | 0.03% | ||
| 124 |
IWMW
iShares Russell 2000 BuyWrite ETF
|
0.0291% | 1,963 | 3.3% | 9.3 | 0.02% | ||
| 125 |
AOR
iShares Core 60/40 Balanced Allocation ETF
|
0.0004% | 6,484 | 13.8% | 50.1 | 0.02% | ||
| 126 |
SAA
LEV
ProShares - Ultra SmallCap600
|
0.0328% | 602 | 4.1% | 34.9 | 0.02% | ||
| 127 |
AOM
iShares Core 40/60 Moderate Allocation ETF
|
0.0003% | 6,484 | 9.3% | 50.1 | 0.02% | ||
| 128 |
FVI
First Trust Total US Market AlphaDEX ETF
|
0.0200% | 410 | 0.3% | 29.6 | 0.02% | ||
| 129 |
STSB
iShares Factors US Small Blend Style ETF
|
0.0600% | 840 | 6.2% | -0.4 | 0.04% | ||
| 130 |
RESM
Columbia Research Enhanced Small Cap ETF
|
0.0400% | 1,007 | 4.8% | -6.1 | 0.01% | ||
| 131 |
AVUC
Avantis U.S. Core Equity ETF
|
—% | 1,593 | 36.9% | 55.3 | 0.01% | ||
| 132 |
TUSA
First Trust Dividend Strength ETF
|
0.0100% | 19 | 0.1% | -10.9 | 0.02% | ||
| 133 |
AOK
iShares Core 30/70 Conservative Allocation ETF
|
0.0002% | 6,484 | 7.0% | 50.1 | 0.02% | ||
| 134 |
MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
|
0.0011% | 1,488 | 36.9% | 92.1 | 0.01% | ||
| 135 |
DDDD
YieldMax U.S. Stocks Target Double Distribution ETF
|
0.0200% | 98 | 41.3% | 24.7 | 0.03% | ||
| 136 |
AVSU
Avantis Responsible U.S. Equity ETF
|
—% | 1,353 | 32.6% | 42.1 | 0.01% | ||
| 137 |
HDG
ProShares - Hedge Replication ETF
|
0.0043% | 1,960 | 0.5% | 9.2 | 0.02% | ||
| 138 |
ITDF
iShares LifePath Target Date 2050 ETF
|
0.0008% | 7,948 | 19.6% | 47.8 | 0.02% | ||
| 139 |
ITDE
iShares LifePath Target Date 2045 ETF
|
0.0007% | 7,963 | 17.8% | 47.8 | 0.02% | ||
| 140 |
ITDD
iShares LifePath Target Date 2040 ETF
|
0.0005% | 7,963 | 15.8% | 47.9 | 0.02% | ||
| 141 |
ITDG
iShares LifePath Target Date 2055 ETF
|
0.0009% | 7,948 | 20.8% | 47.5 | 0.02% | ||
| 142 |
FESM
Fidelity Enhanced Small Cap ETF
|
—% | 866 | 7.1% | 13.4 | 0.01% | ||
| 143 |
ITDH
iShares LifePath Target Date 2060 ETF
|
0.0009% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 144 |
ITDC
iShares LifePath Target Date 2035 ETF
|
0.0003% | 7,963 | 13.9% | 48.2 | 0.02% | ||
| 145 |
ITDI
iShares LifePath Target Date 2065 ETF
|
0.0009% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 146 |
RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
|
0.0205% | 1,953 | 2.9% | 8.9 | 0.02% | ||
| 147 |
JKL
iShares Morningstar Small-Cap Value ETF
|
0.0300% | 1,037 | 5.4% | 18.3 | 0.02% | ||
| 148 |
ITDJ
iShares LifePath Target Date 2070 ETF
|
0.0009% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 149 |
ITDB
iShares LifePath Target Date 2030 ETF
|
0.0001% | 7,963 | 11.3% | 48.8 | 0.02% | ||
| 150 |
IRTR
iShares LifePath Retirement ETF
|
0.0001% | 7,963 | 8.6% | 48.8 | 0.02% | ||
| 151 |
ISCB
iShares Morningstar Small-Cap ETF
|
0.0200% | 1,560 | 3.5% | 14.8 | 0.01% | ||
| 152 |
JKJ
iShares Morningstar Small-Cap ETF
|
0.0100% | 1,661 | 4.2% | 20.8 | 0.01% | ||
| 153 | BDMIX | -0.0022% | 3,803 | 14.6% | -8368.4 | 3.97% |
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