VIRTUS EQUITY TR - KAR SMALL GWT I

CUSIP: 92828N593

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / KAR SMALL GWT I
Total 13F shares
90,064
Share change
-3,911
Total reported value
$2,760,474
Price per share
$30.65
Number of holders
2
Value change
-$119,464
Number of sells
4

Quarterly Holders Quick Answers

What is CUSIP 92828N593?
CUSIP 92828N593 identifies 92828N593 - VIRTUS EQUITY TR - KAR SMALL GWT I in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of VIRTUS EQUITY TR - KAR SMALL GWT I as of Q2 2025

As of 30 Jun 2025, VIRTUS EQUITY TR - KAR SMALL GWT I was held by 2 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 90,064 shares. The largest 2 holders included Fulton Bank, N.A. and Redwood Wealth Management Group, LLC. This page lists 2 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.