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VSHY VIRTUS ETF TR II

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VIRTUS NEWFLEET (fund)

12 managers (12 13F filers) reported a position in VSHY shares at 2026-06-30, 1,242,770 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
12
13F filers
12
New
3
Added
3
Reduced
4
Sold out
4
Shares held by filers
1,242,770

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Virtus Investment Advisers, LLCgroup of 2 filers holding1,134,074$24.6M-52Timeline
VestGen Advisors, LLC36,447$792K0.02%+12,21213F-HRTimeline
&PARTNERS26,552$577K<0.01%-23113F-HRTimeline
Outlook Wealth Advisors, LLC24,438$531K0.11%new13F-HRTimeline
NewEdge Advisors, LLC17,517$381K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,917$42K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…806$17.5K<0.01%+47513F-HRTimeline
AE Wealth Management LLC582$12.6K<0.01%-2513F-HRTimeline
Quest 10 Wealth Builders, Inc.333$7.23K0.01%-313F-HRTimeline
CoreCap Advisors, LLC78$1.69K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC25$543<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$28<0.01%+113F-HRTimelineGroup