Virtus Investment Partners (NASDAQ: VRTS) gains 5.03% passive owner in Victory Capital

Rhea-AI Filing Summary

Victory Capital Management, Inc. reports passive ownership of common stock of Virtus Investment Partners, Inc. on a Schedule 13G filing. Victory Capital beneficially owns 335,960 shares of Virtus common stock, representing 5.03% of the class as of June 30, 2026.

Victory Capital has sole voting power over 329,126 shares and sole dispositive power over all 335,960 shares, with no shared voting or dispositive authority. The filer certifies that it is subject to a foreign regulatory scheme substantially comparable to that of equivalent U.S. institutions and that the securities are not held for the purpose of changing or influencing control of Virtus.

Key Figures

Beneficial ownership: 335,960 shares Percent of class: 5.03% Sole voting power: 329,126 shares +3 more

6 metrics

Beneficial ownership 335,960 shares Common stock of Virtus Investment Partners beneficially owned by Victory Capital Management

Percent of class 5.03% Portion of Virtus common stock class held by Victory Capital Management

Sole voting power 329,126 shares Shares of Virtus common stock over which Victory Capital has sole voting power

Shared voting power 0 shares Shares of Virtus common stock with shared voting authority

Sole dispositive power 335,960 shares Shares of Virtus common stock over which Victory Capital has sole dispositive power

Shared dispositive power 0 shares Shares of Virtus common stock with shared dispositive authority

Key Terms

Schedule 13G, beneficially owned, sole voting power, sole dispositive power, +1 more

5 terms

Schedule 13G regulatory

"were not acquired and are not held for the purpose of or with the effect"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

beneficially owned financial

"Ownership (a) | Amount beneficially owned: 335,960"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole voting power financial

"Sole power to vote or to direct the vote: 329,126"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

sole dispositive power financial

"Sole power to dispose or to direct the disposition of: 335,960"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

percent of class financial

"Ownership (b) | Percent of class: 5.03 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/24/2026 - 02:07 PM Accepted by SEC EDGAR 07/24/2026 - 02:06 PM Learn about SEC filing dates

FAQ

What percentage of VRTS does Victory Capital Management own according to this Schedule 13G?

Victory Capital Management beneficially owns 5.03% of Virtus Investment Partners’ common stock. This corresponds to 335,960 shares reported on the Schedule 13G filing for the period ended June 30, 2026.

How many VRTS shares does Victory Capital Management report as beneficially owned?

Victory Capital Management reports beneficial ownership of 335,960 shares of Virtus Investment Partners common stock. This stake represents 5.03% of the outstanding class of common shares.

What voting power does Victory Capital Management have over its VRTS shares?

Victory Capital Management has sole voting power over 329,126 Virtus shares and no shared voting power. It also reports sole dispositive power over 335,960 shares and no shared dispositive power.

Is Victory Capital Management’s stake in VRTS intended to influence control of the company?

The filer certifies the VRTS shares were not acquired and are not held for the purpose of changing or influencing control of Virtus Investment Partners, and are not part of any control-related transaction.

What type of filing did Victory Capital Management make regarding VRTS?

Victory Capital Management filed a Schedule 13G regarding its holdings of Virtus Investment Partners common stock, indicating a passive ownership position rather than an activist or control-seeking stake.

Who signed the Schedule 13G for Victory Capital Management on VRTS?

The Schedule 13G for Virtus Investment Partners was signed by Sean Fox, Chief Compliance Officer of Victory Capital Management, dated July 24, 2026, certifying the accuracy and status of the reported holdings.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

VIRTUS INVESTMENT PARTNERS, INC.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

92828Q109

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 92828Q109

1

Names of Reporting Persons

Victory Capital Management, Inc.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW YORK

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 329,126.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 335,960.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

335,960.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.03 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: VIRTUS INVESTMENT PARTNERS, INC.
(b)	Address of issuer's principal executive offices: One Financial Plaza 26th Floor, Hartford, CT 06103
Item 2.
(a)	Name of person filing: Victory Capital Management, Inc.
(b)	Address or principal business office or, if none, residence: 15935 La Cantera Pkwy San Antonio, TX 78256
(c)	Citizenship: New York
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 92828Q109
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 335,960
(b)	Percent of class: 5.03 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 329,126
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 335,960
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. By signing below I certify that, to the best of my knowledge and belief, the foreign regulatory scheme applicable to Victory Capital Management, Inc. is substantially comparable to the regulatory scheme applicable to the functionally equivalent U.S. institution(s). I also undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D. By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Victory Capital Management, Inc.

Signature:	Sean Fox
Name/Title:	Chief Compliance Officer
Date:	07/24/2026