# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-25-009442
**Filing Date:** 2025-11
**Character Count:** 13721
**Document Hash:** a57a820c9c3bbfbf2e40522f6a844ae8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-25-009442.hdr.sgml**: 20251124

**ACCESSION NUMBER**: 0000940400-25-009442

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251124

**DATE AS OF CHANGE**: 20251124

**PERIOD START**: 20250930

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** VIRTUS EQUITY TRUST
- **CENTRAL INDEX KEY:** 0000034273

**ORGANIZATION NAME:**
- **EIN:** 036066130
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** NPORT-P
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-00945
- **FILM NUMBER:** 251512166

**BUSINESS ADDRESS:**
- **STREET 1:** 101 MUNSON STEET
- **CITY:** GREENFIELD
- **STATE:** MA
- **ZIP:** 01301
- **BUSINESS PHONE:** 800-243-1574

**MAIL ADDRESS:**
- **STREET 1:** ONE FINANCIAL PLAZA
- **STREET 2:** 26TH FLOOR
- **CITY:** HARTFORD
- **STATE:** CT
- **ZIP:** 06103

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PHOENIX EQUITY TRUST
- **DATE OF NAME CHANGE:** 20040628

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PHOENIX ABERDEEN WORLDWIDE OPPORTUNITIES FUND
- **DATE OF NAME CHANGE:** 19981215

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PHOENIX WORLDWIDE OPPORTUNITIES FUND
- **DATE OF NAME CHANGE:** 19940505

## Series and Classes Contracts Data

### Virtus KAR Small-Mid Cap Growth Fund (Series ID: S000070232)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000223336 | Class C      | VCKSX           |
| C000223337 | Class I      | VIKSX           |
| C000223338 | Class R6     | VRKSX           |
| C000223339 | Class A      | VAKSX           |

## Form NPORT-P: Monthly Portfolio Investments Report

### NPORT-P: Part A: General Information

**Item A.1. Information about the Registrant.**

- **a. Name of Registrant:** Virtus Equity Trust

- **b. Investment Company Act file number:** 811-00945

- **c. CIK number of Registrant:** 0000034273

- **d. LEI of Registrant:** 549300BN8LS7IJSSNN03

- **e. Address and telephone number of Registrant.**

  - **Street Address 1:** 101 Munson Street

  - **City:** Greenfield

  - **State:** MA

  - **Foreign country:** US

  - **Zip / Postal Code:** 01301-9668

  - **Telephone number:** 800-243-1574

**Item A.2. Information about the Series.**

- **a. Name of Series:** Virtus KAR Small-Mid Cap Growth Fund

- **b. EDGAR series identifier (if any):** S000070232

- **c. LEI of Series:** 549300PPA2XA5NY29T36

**Item A.3. Reporting period.**

- **a. Date of fiscal year-end:** 2025-09-30

- **b. Date as of which information is reported:** 2025-09-30

**Item A.4. Final filing**

Does the Fund anticipate that this will be its final filing on Form N-PORT? **No**

### Fund Information

**Total Assets:** $7626988.38

**Total Liabilities:** $57623.90

**Net Assets:** $7569364.48

**Cash Not Reported:** $301507.18

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000223339 | -0.18%               | 0.63%                | -2.41%               |
| Class ID C000223338 | -0.18%               | 0.71%                | -2.37%               |
| Class ID C000223337 | -0.27%               | 0.71%                | -2.38%               |
| Class ID C000223336 | -0.28%               | 0.56%                | -2.40%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $141.80                  | $-10061.84                                 |
| Month 2  | $0.00                    | $51981.91                                  |
| Month 3  | $70716.01                | $-253149.97                                |

### Schedule of Portfolio Investments

| Name                               | Title                               | Identifiers                                   | Payoff Profile   | Asset Category   | Issuer Category   | Country   |   Balance | Units   | Value (USD)   | % of Net Assets   | Maturity Date   | Coupon Type   | Annualized Rate (%)   | Restricted?   |   Fair Value Level | Lending Status   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| TransUnion                         | TransUnion                          | CUSIP: 89400J107<br>LEI: 549300ZS772LUNUMRB03 | Long             | EC               | CORP              | US        |      2117 | NS      | $177362.26    | 2.34%             |  |  |  | No            |                  1 | On Loan: No      |
| Rightmove PLC                      | Rightmove PLC                       | CUSIP: 76657Y101<br>LEI: 2138001JXGCFKBXYB828 | Long             | EC               | CORP              | GB        |     20240 | NS      | $384155.20    | 5.08%             |  |  |  | No            |                  1 | On Loan: No      |
| Ollie's Bargain Outlet Holding     | Ollie's Bargain Outlet Holdings Inc | CUSIP: 681116109<br>LEI: 529900YO5DSQCPEFDZ05 | Long             | EC               | CORP              | US        |      2503 | NS      | $321385.20    | 4.25%             |  |  |  | No            |                  1 | On Loan: No      |
| Ryan Specialty Holdings Inc        | Ryan Specialty Holdings Inc         | CUSIP: 78351F107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      5430 | NS      | $306034.80    | 4.04%             |  |  |  | No            |                  1 | On Loan: No      |
| Tyler Technologies Inc             | Tyler Technologies Inc              | CUSIP: 902252105<br>LEI: 25490040SMU4Z8LBCW70 | Long             | EC               | CORP              | US        |       586 | NS      | $306571.76    | 4.05%             |  |  |  | No            |                  1 | On Loan: No      |
| West Pharmaceutical Services I     | West Pharmaceutical Services Inc    | CUSIP: 955306105<br>LEI: 5493007NKRGM1RJQ1P16 | Long             | EC               | CORP              | US        |      1245 | NS      | $326600.85    | 4.31%             |  |  |  | No            |                  1 | On Loan: No      |
| AAON Inc                           | AAON Inc                            | CUSIP: 000360206<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      3083 | NS      | $288075.52    | 3.81%             |  |  |  | No            |                  1 | On Loan: No      |
| FactSet Research Systems Inc       | FactSet Research Systems Inc        | CUSIP: 303075105<br>LEI: 549300ZSJE7NBK6K9P30 | Long             | EC               | CORP              | US        |       541 | NS      | $154991.09    | 2.05%             |  |  |  | No            |                  1 | On Loan: No      |
| UL Solutions Inc                   | UL Solutions Inc                    | CUSIP: 903731107<br>LEI: 549300F7CUV5ESKV9P71 | Long             | EC               | CORP              | US        |      2693 | NS      | $190825.98    | 2.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Celsius Holdings Inc               | Celsius Holdings Inc                | CUSIP: 15118V207<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      5827 | NS      | $334994.23    | 4.43%             |  |  |  | No            |                  1 | On Loan: No      |
| Certara Inc                        | Certara Inc                         | CUSIP: 15687V109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     13555 | NS      | $165642.10    | 2.19%             |  |  |  | No            |                  1 | On Loan: No      |
| Pool Corp                          | Pool Corp                           | CUSIP: 73278L105<br>LEI: 5493005VZK1KMN6CO617 | Long             | EC               | CORP              | US        |       688 | NS      | $213328.16    | 2.82%             |  |  |  | No            |                  1 | On Loan: No      |
| Enerpac Tool Group Corp            | Enerpac Tool Group Corp             | CUSIP: 292765104<br>LEI: IZW37BPZKUJE1QXGB081 | Long             | EC               | CORP              | US        |      5380 | NS      | $220580.00    | 2.91%             |  |  |  | No            |                  1 | On Loan: No      |
| Dreyfus Government Cash Management | Dreyfus Government Cash Management  | CUSIP: 262006208<br>LEI: 5493000Q69I5Q3QZIA91 | Long             | STIV             | RF                | US        |     29842 | NS      | $29842.44     | 0.39%             |  |  |  | No            |                  1 | On Loan: No      |
| Simpson Manufacturing Co Inc       | Simpson Manufacturing Co Inc        | CUSIP: 829073105<br>LEI: 529900EJUNNL15LZ8056 | Long             | EC               | CORP              | US        |      1436 | NS      | $240472.56    | 3.18%             |  |  |  | No            |                  1 | On Loan: No      |
| Verisk Analytics Inc               | Verisk Analytics Inc                | CUSIP: 92345Y106<br>LEI: 549300I1YSWNIRKBWP67 | Long             | EC               | CORP              | US        |       980 | NS      | $246479.80    | 3.26%             |  |  |  | No            |                  1 | On Loan: No      |
| LeMaitre Vascular Inc              | LeMaitre Vascular Inc               | CUSIP: 525558201<br>LEI: 549300FZUBUB7MHY8R17 | Long             | EC               | CORP              | US        |      3212 | NS      | $281082.12    | 3.71%             |  |  |  | No            |                  1 | On Loan: No      |
| HealthEquity Inc                   | HealthEquity Inc                    | CUSIP: 42226A107<br>LEI: 529900LRJU1RAFQHM467 | Long             | EC               | CORP              | US        |      3407 | NS      | $322881.39    | 4.27%             |  |  |  | No            |                  1 | On Loan: No      |
| Teledyne Technologies Inc          | Teledyne Technologies Inc           | CUSIP: 879360105<br>LEI: 549300VSMO9KYQWDND94 | Long             | EC               | CORP              | US        |       571 | NS      | $334628.84    | 4.42%             |  |  |  | No            |                  1 | On Loan: No      |
| Jack Henry & Associates Inc        | Jack Henry & Associates Inc         | CUSIP: 426281101<br>LEI: 529900X1QS8C54W0JB21 | Long             | EC               | CORP              | US        |      1227 | NS      | $182737.11    | 2.41%             |  |  |  | No            |                  1 | On Loan: No      |
| Moelis & Co                        | Moelis & Co                         | CUSIP: 60786M105<br>LEI: 549300891QNU7VTQUR83 | Long             | EC               | CORP              | US        |      3849 | NS      | $274510.68    | 3.63%             |  |  |  | No            |                  1 | On Loan: No      |
| Saia Inc                           | Saia Inc                            | CUSIP: 78709Y105<br>LEI: 549300WNPG4N9GBOYB29 | Long             | EC               | CORP              | US        |       821 | NS      | $245774.56    | 3.25%             |  |  |  | No            |                  1 | On Loan: No      |
| HEICO Corp                         | HEICO Corp                          | CUSIP: 422806208<br>LEI: 529900O1DTDLCJ7L0I14 | Long             | EC               | CORP              | US        |      1508 | NS      | $383167.72    | 5.06%             |  |  |  | No            |                  1 | On Loan: No      |
| Auto Trader Group PLC              | Auto Trader Group PLC               | CUSIP: 05277E104<br>LEI: 213800QLK9BZILB1DI86 | Long             | EC               | CORP              | GB        |     52103 | NS      | $135467.80    | 1.79%             |  |  |  | No            |                  1 | On Loan: No      |
| Descartes Systems Group Inc/Th     | Descartes Systems Group Inc/The     | CUSIP: 249906108<br>LEI: 875500NEPA7JI5EOMN45 | Long             | EC               | CORP              | CA        |      2158 | NS      | $203348.34    | 2.69%             |  |  |  | No            |                  1 | On Loan: No      |
| Bentley Systems Inc                | Bentley Systems Inc                 | CUSIP: 08265T208<br>LEI: 549300WVEHPGE0Z56F71 | Long             | EC               | CORP              | US        |      5875 | NS      | $302445.00    | 4.00%             |  |  |  | No            |                  1 | On Loan: No      |
| Advanced Drainage Systems Inc      | Advanced Drainage Systems Inc       | CUSIP: 00790R104<br>LEI: 6QQTOZ5MF5DHM7K92I60 | Long             | EC               | CORP              | US        |      1551 | NS      | $215123.70    | 2.84%             |  |  |  | No            |                  1 | On Loan: No      |
| Fair Isaac Corp                    | Fair Isaac Corp                     | CUSIP: 303250104<br>LEI: RI6HET5SJUEY30V1PS26 | Long             | EC               | CORP              | US        |       142 | NS      | $212507.26    | 2.81%             |  |  |  | No            |                  1 | On Loan: No      |
| nCino Inc                          | nCino Inc                           | CUSIP: 63947X101<br>LEI: 549300WVRR2WR3L6MZ46 | Long             | EC               | CORP              | US        |     10304 | NS      | $279341.44    | 3.69%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2025-11-24

**Name of Applicant:** Virtus Equity Trust

**Signature:** Amy Hackett

**Name of Signer:** Amy Hackett

**Title:** Vice President and Assistant Treasurer