Virtus Nwflt SHRT Dur Hi YLDVSHYETF

13F holders, Q4 2024 (December 31)
12holders +2
2new positions
1sold out
$21.70avg. 13F price*

At the end of Q4 2024, 12 institutions reported holding Virtus Nwflt SHRT Dur Hi YLD (VSHY) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Freedom Investment Management, Inc. ($323K), Jane Street Group, LLC ($269K) and Beacon Capital Management, LLC ($34K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$297K
Exits1$746

All 13F filers, Q3 2024 → Q4 2024: 14,469 shares bought and 1,935 shares sold, net +12,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Freedom Investment Management, Inc. 0.03% Reduce -11.3% 14,911 $323K
Jane Street Group, LLC 0.00% New 12,387 $269K
Beacon Capital Management, LLC 0.00% No change 1,547 $34K
AE Wealth Management LLC 0.00% New 1,302 $28K
UBS Group AG 0.00% Add +77900.0% 780 $17K
Osaic Holdings, Inc. 0.00% No change 500 $11K
Quest 10 Wealth Builders, Inc. 0.01% — 340 $7K
CoreCap Advisors, LLC 0.00% No change 78 $2K
Raleigh Capital Management Inc. 0.00% Add +2.4% 42 $907
Semmax Financial Advisors Inc. 0.00% No change 35 $761
Morgan Stanley 0.00% No change 1 $34
Wells Fargo & Company 0.00% Reduce -50.0% 1 $13

"% 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.