Virginia Estate & Retirement Planning Advisors Inc.
PensionPosition in VRTS — Virtus Investment Partners, Inc.
CIK 2115327
GLEN ALLEN, VA
Position in VRTS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$71,750
+$61,570 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#144
of 232 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRTS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Virginia Estate & Retirement Planning Advisors Inc. holds $1,679,997 across 3 Asset Management names. VRTS ranks #2 (4.3% of the industry book) .
All Filings in VRTS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,750 | 500 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,180 | 500 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||