Monitor for any future Vanguard 13G amendments that show a significant increase or decrease in the stake. A passive holder adding to a 5%+ stake is routine, but a conversion to 13D would signal activist intent.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a 5.74% passive stake in Virtus Investment Partners (VRTS) as of September 30, 2026, holding 380,322 shares. This is a new 5%+ disclosure by Vanguard, which previously did not report a 5%+ stake in VRTS. The filing is routine for a large passive manager and does not signal activist intent.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC disclosed a 5.74% passive stake in Virtus Investment Partners (VRTS) as of September 30, 2026.
- Vanguard holds 380,322 common shares of VRTS.
- This is an amended Schedule 13G (SC 13G/A) filed on October 30, 2026.
- Vanguard certifies the shares were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
- The filing is made under Rule 13d-1(b) (passive investor).
Financial Impact
Vanguard's stake of 380,322 shares represents 5.74% of VRTS common stock. At the market cap of $815M, the stake value is approximately $46.8M.
Risk Factors
- No activist or control-related intent is indicated; this is a routine passive filing.
- The filing does not provide a comparison to Vanguard's prior stake level, so the direction of change is unknown.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001138 |
| Document: 0002100121-26-001138-index.html | 0002100121-26-001138 |
| Document: 0002100121-26-001138.txt | 0002100121-26-001138 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $117.75 | awaiting T+60 | awaiting T+60 | $118.23 (+0.41%) |
Oct 27, 2026 5d ago | SC 13G/A | $123.07 | awaiting T+60 | awaiting T+60 | $118.23 (−3.93%) |
Oct 8, 2026 24d ago | SC 13G | $131.59 | awaiting T+60 | awaiting T+60 | $118.23 (−10.15%) |
Jul 30, 2026 13w ago | 8-K | $163.50 $119.31 | ▲ +27.03% | ▲ +29.49% | $118.23 (+27.69%) |
May 22, 2026 23w ago | S-3ASR | $144.11 $166.65 | ▲ +15.64% | ▲ +12.92% | $118.23 (−17.96%) |
Apr 17, 2026 28w ago | 8-K | $137.45 $160.77 | ▲ +16.97% | ▲ +10.83% | $118.23 (−13.98%) |
Apr 13, 2026 28w ago | DEFA14A | $139.42 $157.34 | ▲ +12.85% | ▲ +4.33% | $118.23 (−15.20%) |
Apr 7, 2026 29w ago | DEFA14A | $133.35 $151.64 | ▲ +13.71% | ▲ +3.26% | $118.23 (−11.34%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers