Virtus Nwflt SHRT Dur Hi YLDVSHYETF

13F holders, Q2 2026 (June 30)
12holders
3new positions
4sold out
$21.72avg. 13F price*

At the end of Q2 2026, 12 institutions reported holding Virtus Nwflt SHRT Dur Hi YLD (VSHY) in their 13F filings, unchanged from Q1 2026. 3 opened new positions and 4 sold out. The largest holders were Virtus Fixed Income Advisers, LLC ($24.6M), VestGen Advisors, LLC ($792K) and &partners ($577K).

Company
Virtus Nwflt SHRT Dur Hi YLD
CUSIP
92790A207
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 11Q1 2024Q2 2024: 13Q2 2024Q3 2024: 10Q3 2024Q4 2024: 12Q4 2024Q1 2025: 14Q1 2025Q2 2025: 17Q2 2025Q3 2025: 14Q3 2025Q4 2025: 13Q4 2025Q1 2026: 12Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions3$953K
Exits4$698K

All 13F filers, Q1 2026 → Q2 2026: 56,560 shares bought and 32,748 shares sold, net +23,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Virtus Fixed Income Advisers, LLC 17.68% Reduce 0.0% 1,134,074 $24.6M
VestGen Advisors, LLC 0.02% Add +50.4% 36,447 $792K
&partners 0.00% Reduce -0.9% 26,552 $577K
Outlook Wealth Advisors, LLC 0.11% New 24,438 $531K
NewEdge Advisors, LLC 0.00% New 17,517 $381K
Royal Bank of Canada 0.00% New 1,917 $42K
Steward Partners Investment Advisory, LLC 0.00% Add +143.5% 806 $18K
AE Wealth Management LLC 0.00% Reduce -4.1% 582 $13K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -0.9% 333 $7K
CoreCap Advisors, LLC 0.00% No change 78 $2K
Elevated Capital Advisors, LLC 0.00% No change 25 $543
Wells Fargo & Company 0.00% Add +0.0% 1 $28

"% of holder's portfolio" is VSHY's weight in each manager's 13F, not the share of Virtus Nwflt SHRT Dur Hi YLD the manager owns.