Virtus Kar SM Cap Grwth-IPXSGX
13F holders, Q4 2024 (December 31)2holders
0new positions
0sold out
$33.09avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Virtus Kar SM Cap Grwth-I (PXSGX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($2.3M) and Redwood Wealth Management Group, LLC ($783K).
- Company
- Virtus Kar SM Cap Grwth-I
- CUSIP
- 92828N593
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 535 shares bought and 1,104 shares sold, net −569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fulton Bank, N.A. | 0.09% | Reduce -1.5% | 70,945 | $2.3M |
| Redwood Wealth Management Group, LLC | 0.38% | Add +2.3% | 23,622 | $783K |
"% 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.