ETF Holders

Who owns VSHY?

Bond

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.

13F holders
12
Institutional value
$27.0M
Change from prior quarter
+2.9%
+$760K, with price moves
New and sold-out firms
3 / 5
3 added, 4 trimmed

Top 10 institutional holders of VSHY

FirmLocationValueSharesChange
Virtus Fixed Income Advisers, LLCHartford, CT$24.6M1,134,074−18 shares
VestGen Advisors, LLCChicago, IL$792K36,447+12,212 shares
&PartnersNashville, TN$577K26,552−231 shares
Outlook Wealth Advisors, LLCShenandoah, TX$531K24,438New position
NewEdge Advisors, LLCNew Orleans, LA$381K17,517New position
Royal Bank of CanadaToronto, Ontario, Canada$42K1,917New position
Steward Partners Investment Advisory, LLCStamford, CT$18K806+475 shares
AE Wealth Management LLCTopeka, KS$13K582−25 shares
Quest 10 Wealth Builders, Inc.Fuquay-Varina, VA$7K333−3 shares
CoreCap Advisors, LLCSouthfield, MI$2K78No change
2 more firms

The full list comes with the Advisors and Institutions package.

Sign up to see them all

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.

Similar ETFs

Compare what they hold: VSHY vs FMNY, VSHY vs VBCD, VSHY vs NCPB, VSHY vs MYCJ.

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.