Who owns VSHY?
Virtus Newfleet Short Duration High Yield Bond ETF · Virtus
12 institutions reported holding VSHY, worth $27.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of VSHY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Virtus Fixed Income Advisers, LLC | Hartford, CT | $24.6M | 1,134,074 | −18 shares |
| VestGen Advisors, LLC | Chicago, IL | $792K | 36,447 | +12,212 shares |
| &Partners | Nashville, TN | $577K | 26,552 | −231 shares |
| Outlook Wealth Advisors, LLC | Shenandoah, TX | $531K | 24,438 | New position |
| NewEdge Advisors, LLC | New Orleans, LA | $381K | 17,517 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $42K | 1,917 | New position |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $18K | 806 | +475 shares |
| AE Wealth Management LLC | Topeka, KS | $13K | 582 | −25 shares |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina, VA | $7K | 333 | −3 shares |
| CoreCap Advisors, LLC | Southfield, MI | $2K | 78 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns VSHY?
12 institutional managers reported holding VSHY in Form 13F filings for June 30, 2026, worth $27.0M in total. The largest reported position was held by Virtus Fixed Income Advisers, LLC, at $24.6M.
Did institutions buy or sell VSHY last quarter?
Reported 13F value rose 2.9% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is VSHY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.