VSH Emerging Markets IncomeEDF
13F holders, Q1 2025 (March 31)31holders −3
4new positions
8sold out
$5.06avg. 13F price*
At the end of Q1 2025, 31 institutions reported holding VSH Emerging Markets Income (EDF) in their 13F filings, down 3 from Q4 2024. 4 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($6.9M), J.W. Cole Advisors, Inc. ($1.9M) and LPL Financial LLC ($1.4M).
- Company
- VSH Emerging Markets Income
- Filed as
- VIRTUS STONE HBR EMRG MKTS I (Q1 2025)
- CUSIP
- 86164T107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $703K |
| Exits | 8 | $970K |
All 13F filers, Q4 2024 → Q1 2025: 650,012 shares bought and 315,266 shares sold, net +334,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Morgan Stanley | 0.00% | Add +34.8% | 1,360,204 | $6.9M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +40.4% | 366,025 | $1.9M |
| LPL Financial LLC | 0.00% | Add +8.4% | 273,283 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +3.9% | 229,053 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.7% | 189,566 | $959K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -25.1% | 165,841 | $839K |
| Moors & Cabot, Inc. | 0.03% | Add +5.1% | 107,650 | $545K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 93,559 | $473K |
| Raymond James Financial Inc. | 0.00% | Add +8.0% | 75,940 | $384K |
| Integrity Alliance, Llc. | 0.00% | New | 24,037 | $122K |
| SFI Advisors, LLC | 0.09% | No change | 23,409 | $118K |
| UBS Group AG | 0.00% | Reduce -63.1% | 22,064 | $112K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +33.1% | 21,992 | $111K |
| Melfa Wealth Management, Inc. | 0.07% | No change | 21,557 | $109K |
| Journey Strategic Wealth LLC | 0.00% | New | 19,000 | $96K |
| Naviter Wealth, LLC | 0.01% | No change | 18,608 | $94K |
| Independent Financial Group, LLC | 0.00% | No change | 17,900 | $91K |
| Creative Financial Designs Inc. | 0.01% | Add +0.5% | 17,402 | $88K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 16,345 | $83K |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 15,231 | $77K |
| CoreCap Advisors, LLC | 0.00% | Reduce -24.9% | 14,939 | $76K |
| Royal Bank of Canada | 0.00% | No change | 14,880 | $75K |
| Cetera Investment Advisers | 0.00% | Reduce -14.8% | 13,921 | $70K |
| M3 Advisory Group, LLC | 0.05% | Reduce -16.7% | 13,683 | $69K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 12,556 | $59K |
| Osaic Holdings, Inc. | 0.00% | Add +234.6% | 8,762 | $44K |
| Bank of America Corp. | 0.00% | No change | 4,983 | $25K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 2,422 | $12K |
| FMR LLC | 0.00% | New | 2,341 | $12K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +13.2% | 1,750 | $9K |
| TCTC Holdings, LLC | 0.00% | No change | 600 | $3K |
"% of holder's portfolio" is EDF's weight in each manager's 13F, not the share of VSH Emerging Markets Income the manager owns.