VSH Emerging Markets IncomeEDF
13F holders, Q3 2025 (September 30)40holders +7
8new positions
1sold out
$5.05avg. 13F price*
At the end of Q3 2025, 40 institutions reported holding VSH Emerging Markets Income (EDF) in their 13F filings, up 7 from Q2 2025. 8 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($4.3M), J.W. Cole Advisors, Inc. ($2.0M) and LPL Financial LLC ($1.3M).
- Company
- VSH Emerging Markets Income
- Filed as
- VIRTUS STONE HBR EMRG MKTS I (Q3 2025)
- CUSIP
- 86164T107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 1 | $94K |
All 13F filers, Q2 2025 → Q3 2025: 350,804 shares bought and 111,216 shares sold, net +239,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Morgan Stanley | 0.00% | Add +4.7% | 844,001 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +5.5% | 395,380 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -4.5% | 247,994 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +6.3% | 221,942 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -24.4% | 161,745 | $817K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.9% | 133,625 | $675K |
| Baird Financial Group, Inc. | 0.00% | New | 131,294 | $663K |
| Moors & Cabot, Inc. | 0.03% | Add +9.5% | 117,475 | $593K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.2% | 96,153 | $486K |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 83,022 | $419K |
| Arlington Capital Management, Inc. | 0.10% | New | 32,252 | $163K |
| HRT Financial LP | 0.00% | New | 27,844 | $140K |
| Journey Strategic Wealth LLC | 0.00% | No change | 25,000 | $126K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +22.4% | 23,240 | $117K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +41.0% | 23,054 | $116K |
| Susquehanna International Group, LLP | 0.00% | Add +18.9% | 21,820 | $110K |
| Creative Financial Designs Inc. | 0.01% | Add +23.4% | 21,587 | $109K |
| Melfa Wealth Management, Inc. | 0.06% | No change | 21,557 | $109K |
| UBS Group AG | 0.00% | Reduce -3.9% | 20,720 | $105K |
| Independent Financial Group, LLC | 0.00% | No change | 17,900 | $90K |
| Cetera Investment Advisers | 0.00% | Add +69.9% | 17,394 | $88K |
| Jane Street Group, LLC | 0.00% | Add +4.2% | 16,585 | $84K |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 16,344 | $83K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 15,400 | $78K |
| CoreCap Advisors, LLC | 0.00% | No change | 14,939 | $75K |
| M3 Advisory Group, LLC | 0.05% | Add +3.7% | 14,738 | $74K |
| Osaic Holdings, Inc. | 0.00% | Add +141.8% | 11,452 | $58K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -5.2% | 10,880 | $55K |
| One Capital Management, LLC | 0.00% | New | 10,435 | $53K |
| Next Capital Management LLC | 0.02% | No change | 10,000 | $51K |
| Royal Bank of Canada | 0.00% | Reduce -51.0% | 7,274 | $37K |
| Advisory Services Network, LLC | 0.00% | New | 6,009 | $30K |
| Wells Fargo & Company | 0.00% | Add +122.7% | 5,907 | $30K |
| Bank of America Corp. | 0.00% | No change | 4,983 | $25K |
| Allworth Financial LP | 0.00% | Add +43.0% | 2,662 | $13K |
| Highline Wealth Partners LLC | 0.00% | New | 2,150 | $11K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +12.6% | 2,052 | $10K |
| TCTC Holdings, LLC | 0.00% | No change | 600 | $3K |
| Blue Trust, Inc. | 0.00% | New | 525 | $3K |
| IFP Advisors, Inc | 0.00% | Add +3.4% | 151 | $763 |
"% of holder's portfolio" is EDF's weight in each manager's 13F, not the share of VSH Emerging Markets Income the manager owns.