CUSIP 92828N593
VIRTUS EQUITY TR
7 institutions · $4.0M total · 133,315 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | 1776 Wealth LLC | 91,264 | $3.0M | 68.45% | 2023-12-31 |
| 2 | Redwood Wealth Management Group, LLC | 19,116 | $585.9K | 14.33% | 2025-06-30 |
| 3 | Fulton Bank, N.A. | 20,235 | $350.1K | 15.17% | 2025-12-31 |
| 4 | Garton & Associates Financial Advisors LLC | 1,851 | $32.0K | 1.38% | 2025-12-31 |
| 5 | ORG Wealth Partners, LLC | 375 | $11.2K | 0.28% | 2025-03-31 |
| 6 | ORG Partners LLC | 341 | $10.8K | 0.25% | 2024-06-30 |
| 7 | Hurley Capital, LLC | 133 | $4.0K | 0.09% | 2025-03-31 |