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Beacon Capital Management LLC (Tennessee)’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,462
Closed -$31.9K – 997
2025
Q2 		$31.9K Hold
1,462
– – ﹤0.01% 410
2025
Q1 		$31.7K Sell
1,462
-85
-5% -$1.86K ﹤0.01% 394
2024
Q4 		$33.6K Hold
1,547
– – ﹤0.01% 369
2024
Q3 		$34K Sell
1,547
-4
-0.3% -$87 ﹤0.01% 391
2024
Q2 		$33.1K Hold
1,551
– – 0.01% 360
2024
Q1 		$33.5K Hold
1,551
– – 0.01% 364
2023
Q4 		$32.4K Sell
1,551
-4
-0.3% -$83 0.01% 302
2023
Q3 		$32.6K Hold
1,555
– – 0.01% 323
2023
Q2 		$32.6K Sell
1,555
-1
-0.1% -$21 0.01% 323
2023
Q1 		$32.6K Sell
1,556
-4
-0.3% -$84 0.01% 285
2022
Q4 		$32.1K Sell
1,560
-408
-21% -$8.4K 0.01% 290
2022
Q3 		$40K Sell
1,968
-2
-0.1% -$42 0.01% 241
2022
Q2 		$46K Hold
1,970
– – 0.01% 253
2022
Q1 		$46K Buy
+1,970
New +$46.5K 0.01% 253

Other funds holding VSHY

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VSHY Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q3 2025, closing a stake of 1,462 shares — an estimated $31.9K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VSHY in Q1 2022 and held it in 14 quarters. The position peaked at $46K in Q2 2022. 14 funds tracked by Wall St. Rank hold VSHY as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,462 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q3 2025, an estimated $31.9K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $46K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.