Virtus Kar SM Cap Grwth-IPXSGX
13F holders, Q3 2024 (September 30)2holders
1new positions
1sold out
$36.34avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Virtus Kar SM Cap Grwth-I (PXSGX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($2.6M) and Redwood Wealth Management Group, LLC ($839K).
- Company
- Virtus Kar SM Cap Grwth-I
- CUSIP
- 92828N593
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $839K |
| Exits | 1 | $11K |
All 13F filers, Q2 2024 → Q3 2024: 26,502 shares bought and 341 shares sold, net +26,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fulton Bank, N.A. | 0.10% | Add +5.0% | 72,049 | $2.6M |
| Redwood Wealth Management Group, LLC | 0.42% | New | 23,087 | $839K |
"% of holder's portfolio" is PXSGX's weight in each manager's 13F, not the share of Virtus Kar SM Cap Grwth-I the manager owns.