ACV on NYSE

Virtus Diversified Income & Convertible Fund

Fund registered in the United States, based in Hartford, active since 2015. Summary from the record

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Last updated Oct 19, 2026.

Overview

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TickerACV on NYSE²
HeadquartersHartford, United States²
Incorporated inMA³
Business address101 Munson Street, Greenfield, Ma 01301³
Legal formFUND²
Kind of organizationFund²
LEI5493008LTG04SBNLT367²
StatusActive²
LEI statusIssued and current²
Registered addressC/O CORPORATION SERVICE COMPANY, 02109 Boston, United States²
Registered withSecurities and Exchange Commission, 0001636289²

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Leadership

Who has led Virtus Diversified Income & Convertible Fund, and when. Pick a name to see everywhere that person has worked.

Chief executive

President

20202025

Chief executive officerMatthew Toms Jan 18, 2024 to Jan 18, 2024⁴
Chief executive officerGeorge R. Aylward Jr. Feb 11, 2021 to Dec 22, 2021⁵
Chief executive officerJulian Sluyters May 21, 2015 to May 21, 2015⁶
PresidentGeorge R. Aylward Jr. Feb 11, 2021 to Dec 22, 2021⁵
PresidentJulian Sluyters May 21, 2015 to May 21, 2015⁶

Board members and other officers (30)

Portfolio ManagerDavid J. Oberto Mar 3, 2022 to Mar 3, 2022⁷
EVPFrancis G. Waltman Feb 11, 2021 to Feb 11, 2021⁸
EVPRichard W. Smirl Jun 30, 2021 to Jun 30, 2021⁹
Assistant SecretaryCraig Ruckman Dec 13, 2017 to Dec 13, 2017¹⁰
Assistant SecretaryAngela Borreggine Jan 13, 2016 to Jan 13, 2016¹¹
Assistant SecretaryDebra Rubano Jan 13, 2016 to Jan 13, 2016¹²
TreasurerLawrence G. Altadonna May 21, 2015 to May 21, 2015¹³
Assistant TreasurerOrhan Dzemaili May 21, 2015 to May 21, 2015¹⁴
Assistant TreasurerRichard J. Cochran May 21, 2015 to May 21, 2015¹⁵
Assistant TreasurerScott Whisten May 21, 2015 to May 21, 2015¹⁶
SecretaryThomas J. Fuccillo May 21, 2015 to May 21, 2015¹⁷
Board memberDonald C. Burke Jun 6, 2024 to Jun 6, 2024¹⁸
Board memberGeraldine M. McNamara May 30, 2023 to May 30, 2023¹⁹
Board memberConnie D. McDaniel May 31, 2023 to now²⁰
Board memberBrian T. Zino Jan 3, 2022 to Jan 4, 2022²¹
Board memberR. Keith Walton Jan 3, 2022 to Feb 3, 2022²²
Board memberGeorge R. Aylward Jr. Feb 11, 2021 to Dec 22, 2021⁵
Board memberPhillip R. McLaughlin Feb 11, 2021 to Feb 11, 2021²³
Board memberSarah E. Cogan Jan 8, 2019 to Aug 23, 2019²⁴
Board memberErick Holt Dec 13, 2017 to Dec 13, 2017²⁵
Board memberAlan Rappaport May 21, 2015 to Jul 10, 2017²⁶
Board memberBradford K. Gallagher May 21, 2015 to May 21, 2015²⁷
Board memberDavey Scoon May 21, 2015 to May 21, 2015²⁸
Board memberDeborah A. Zoullas May 21, 2015 to Mar 4, 2022²⁹
Board memberF. Ford Drummond May 21, 2015 to Dec 17, 2020³⁰
Board memberHans W. Kertess May 21, 2015 to May 21, 2015³¹
Board memberJames A. Jacobson May 21, 2015 to May 21, 2015³²
Board memberJames S. Macleod May 21, 2015 to May 21, 2015³³
Board memberJulian Sluyters May 21, 2015 to May 21, 2015⁶
Board memberWilliam B. Ogden Iv. May 21, 2015 to May 21, 2015³⁴

Former names

Virtus AllianzGI Diversified Income & Convertible FundFeb 12, 2021 to Aug 4, 2022³
Virtus AllianzGI Diversified Income & ConvertibleFeb 11, 2021 to Feb 11, 2021³
AllianzGI Diversified Income & Convertible FundApr 10, 2015 to Feb 10, 2021³
AllianzGI Income & Growth Opportunities FundMar 12, 2015 to Mar 12, 2015³

Timeline

Jan 18, 2024New chief executive Matthew Toms becomes CEO⁴
Feb 11, 2021New chief executive George R. Aylward Jr. becomes CEO⁵
May 21, 2015New chief executive Julian Sluyters becomes CEO⁶
Mar 10, 2015Founded Virtus Diversified Income & Convertible Fund is founded²

Filings

75 filings to the SEC since October 2021: 22 insider forms, 8 large holders, 45 other. The latest 20:

Oct 8, 2026N-CSRS VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND EDGAR
Sep 29, 2026NPORT-P EDGAR
Aug 27, 2026N-PX EDGAR
Aug 26, 20264/A PRIMARY DOCUMENT EDGAR
Aug 20, 20264 EDGAR
Aug 18, 20264 PRIMARY DOCUMENT EDGAR
Aug 11, 2026APP WDG EDGAR
Jun 29, 2026NPORT-P EDGAR
Apr 14, 2026N-CEN EDGAR
Apr 9, 2026N-CSR VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND EDGAR
Mar 31, 2026NPORT-P EDGAR
Dec 23, 2025NPORT-P EDGAR
Dec 18, 2025APP WD EDGAR
Oct 22, 2025SCHEDULE 13G/A EDGAR
Oct 16, 2025N-8F EDGAR
Oct 6, 2025N-CSRS VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND EDGAR
Oct 6, 20254 EDGAR
Oct 1, 2025N-23C-2 EDGAR
Sep 23, 2025NPORT-P EDGAR
Aug 25, 2025N-PX EDGAR

The 75 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

6 open-market trades by officers, directors and large owners since October 2021: 5 buys and 1 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Aug 18, 2026	MCDANIEL CONNIE DDirector	Buy	221	$26.95	$6.0K	Form 4
Aug 10, 2026	KASS JUSTIN	Sale	10,484	$27.37	$286.9K	Form 4
Jun 17, 2025	MCDANIEL CONNIE DDirector	Buy	237	$21.89	$5.2K	Form 4
Mar 3, 2022	DeCotis Deborah ADirector	Buy	191	$26.25	$5.0K	Form 4
Feb 1, 2022	WALTON R KEITHDirector	Buy	375	$28.52	$10.7K	Form 4
Dec 21, 2021	AYLWARD GEORGE RPresident and CEO	Buy	2,157	$34.78	$75.0K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Wells FargoSCHEDULE 13G/A, 2 filings Aug 6, 2025 to Oct 22, 2025³⁵
FIRST TRUST PORTFOLIOS LPSC 13G/A, 3 filings Jan 28, 2022 to Feb 7, 2024³⁶
Advisors Asset Management, Inc.SC 13G/A, 3 filings Feb 9, 2022 to Jun 10, 2022³⁷

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 40. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Wells Fargo & Company/mn	461,782	$13.1M	0.0%	−4,373
Advisors Asset Management, Inc.	340,120	$9.6M	0.1%	+73,538
Guggenheim Capital LLC	322,144	$9.1M	0.1%	−2,929
Raymond James Financial Inc	154,508	$4.4M	0.0%	−2,449
LPL Financial LLC	143,611	$4.1M	0.0%	−148,484
Bank Of America Corp /de/	101,965	$2.9M	0.0%	−2,187
Morgan Stanley	91,294	$2.6M	0.0%	+7,671
Emissary Wealth LLC	80,761	$2.3M	1.7%	+2,118
Royal Bank Of Canada	73,585	$2.1M	0.0%	−386
Osaic Holdings, Inc.	55,102	$1.6M	0.0%	−15,360
Wolverine Asset Management LLC	50,693	$1.4M	0.1%	New
PMG Family Office LLC	43,637	$1.2M	1.1%	+614
World Equity Group, Inc.	41,950	$1.2M	0.3%	+7,558
B. Riley Wealth Advisors, Inc.	25,266	$705.7K	0.0%	+45
Gilliland Jeter Wealth Management LLC	24,780	$702.3K	0.2%	−369
Mcdonald Partners LLC	24,700	$700.0K	0.2%	No change
Envestnet Asset Management Inc	24,352	$690.1K	0.0%	+15,053
Stifel Financial Corp	22,224	$629.8K	0.0%	+749
DAVENPORT & Co LLC	21,793	$617.6K	0.0%	−3,735
Apollon Wealth Management, LLC	21,041	$596.3K	0.0%	−4,582
Invesco Ltd.	12,022	$340.7K	0.0%	−7,509
D.a. Davidson & Co.	10,698	$303.2K	0.0%	−3,500
&partners	9,817	$278.2K	0.0%	+193
Integrated Wealth Concepts LLC	9,752	$276.4K	0.0%	New
Commonwealth Equity Services, LLC	9,273	$262.8K	0.0%	−606

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARVirtus Diversified Income & Convertible Fund filings on SEC EDGAR
2
GLEIFVirtus Diversified Income & Convertible Fund LEI record (5493008LTG04SBNLT367)
3
SEC EDGARVirtus Diversified Income & Convertible Fund filings on SEC EDGAR
4
SEC EDGARMatthew Toms, Chief executive officer
5
SEC EDGARGeorge R. Aylward Jr., Chief executive officer
6
SEC EDGARJulian Sluyters, Chief executive officer
7
SEC EDGARDavid J. Oberto, Portfolio Manager
8
SEC EDGARFrancis G. Waltman, EVP
9
SEC EDGARRichard W. Smirl, EVP
10
SEC EDGARCraig Ruckman, Assistant Secretary
11
SEC EDGARAngela Borreggine, Assistant Secretary
12
SEC EDGARDebra Rubano, Assistant Secretary
13
SEC EDGARLawrence G. Altadonna, Treasurer
14
SEC EDGAROrhan Dzemaili, Assistant Treasurer
15
SEC EDGARRichard J. Cochran, Assistant Treasurer
16
SEC EDGARScott Whisten, Assistant Treasurer
17
SEC EDGARThomas J. Fuccillo, Secretary
18
SEC EDGARDonald C. Burke, Board member
19
SEC EDGARGeraldine M. McNamara, Board member
20
SEC EDGARConnie D. McDaniel, Board member
21
SEC EDGARBrian T. Zino, Board member
22
SEC EDGARR. Keith Walton, Board member
23
SEC EDGARPhillip R. McLaughlin, Board member
24
SEC EDGARSarah E. Cogan, Board member
25
SEC EDGARErick Holt, Board member
26
SEC EDGARAlan Rappaport, Board member
27
SEC EDGARBradford K. Gallagher, Board member
28
SEC EDGARDavey Scoon, Board member
29
SEC EDGARDeborah A. Zoullas, Board member
30
SEC EDGARF. Ford Drummond, Board member
31
SEC EDGARHans W. Kertess, Board member
32
SEC EDGARJames A. Jacobson, Board member
33
SEC EDGARJames S. Macleod, Board member
34
SEC EDGARWilliam B. Ogden Iv., Board member
35
SEC EDGARWells Fargo SCHEDULE 13G/A on Virtus Diversified Income & Convertible Fund
36
SEC EDGARFIRST TRUST PORTFOLIOS LP SC 13G/A on Virtus Diversified Income & Convertible Fund
37
SEC EDGARAdvisors Asset Management, Inc. SC 13G/A on Virtus Diversified Income & Convertible Fund