Greenline Wealth Management
VSHY icon

Greenline Wealth Management’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Greenline Wealth Management’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
2026
Q3 		$508K Buy
+24,021
New +$520K 0.39% 61

Other funds holding VSHY

Virtus Fixed Income Advisers
Virtus Fixed Income Advisers Hartford, Connecticut $170M AUM 1.48% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

Greenline Wealth Management's VSHY Position: Q3 2026 in Review

Greenline Wealth Management opened a new position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q3 2026: 24,021 shares worth $508K. The stake represents 0.39% of the portfolio and ranks #61 among its holdings.

13 funds tracked by Wall St. Rank hold VSHY as of Q3 2026.

  • Greenline Wealth Management held 24,021 shares of Virtus Newfleet Short Duration High Yield Bond ETF worth $508K as of Q3 2026.
  • Virtus Newfleet Short Duration High Yield Bond ETF was a new Greenline Wealth Management position in Q3 2026.
  • Virtus Newfleet Short Duration High Yield Bond ETF made up 0.39% of Greenline Wealth Management's portfolio in Q3 2026, its #61 holding.
  • 13 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q3 2026.

Based on Greenline Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.