Virtus Nwflt SHRT Dur Hi YLDVSHYETF

13F holders, Q2 2024 (June 30)
13holders +2
3new positions
1sold out
1famous investor
$21.36avg. 13F price*

At the end of Q2 2024, 13 institutions reported holding Virtus Nwflt SHRT Dur Hi YLD (VSHY) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were Jane Street Group, LLC ($932K), Citadel Advisors ($353K) and Freedom Investment Management, Inc. ($350K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 2024 → Q2 2024

InstitutionsTotal Value
New Positions3$28K
Exits1$605

All 13F filers, Q1 2024 → Q2 2024: 3,347 shares bought and 3,225 shares sold, net +122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Jane Street Group, LLC 0.00% Reduce -2.2% 43,661 $932K
Citadel Advisors 0.00% Reduce -6.2% 16,520 $353K
Freedom Investment Management, Inc. 0.03% Add +14.2% 16,366 $350K
Beacon Capital Management, LLC 0.01% No change 1,551 $33K
Triad Wealth Partners, LLC 0.01% New 653 $14K
Bank of Montreal 0.00% New 622 $13K
Osaic Holdings, Inc. 0.00% Reduce -68.8% 500 $11K
CoreCap Advisors, LLC 0.00% No change 78 $2K
Raleigh Capital Management Inc. 0.00% Add +2.6% 40 $859
New Millennium Group LLC 0.00% New 40 $854
Semmax Financial Advisors Inc. 0.00% No change 35 $756
Wells Fargo & Company 0.00% Add +100.0% 2 $37
Morgan Stanley 0.00% No change 1 $37

"% 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.