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Steward Partners Investment Advisory’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$17.5K Buy
806
+475
+144% +$10.3K ﹤0.01% 3468
2026
Q1 		$7.12K Buy
331
+69
+26% +$1.5K ﹤0.01% 3680
2025
Q4 		$5.71K Hold
262
– – ﹤0.01% 3654
2025
Q3 		$5.76K Hold
262
– – ﹤0.01% 3615
2025
Q2 		$5.72K Buy
+262
New +$5.64K ﹤0.01% 3432

Other funds holding VSHY

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Steward Partners Investment Advisory's VSHY Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) stake by 144% in Q2 2026, buying an estimated $10.3K and bringing the position to 806 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3468.

Steward Partners Investment Advisory first reported a position in VSHY in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold VSHY as of Q2 2026.

  • Steward Partners Investment Advisory held 806 shares of Virtus Newfleet Short Duration High Yield Bond ETF worth $17.5K as of Q2 2026.
  • Steward Partners Investment Advisory bought 475 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q2 2026, an estimated $10.3K.
  • Virtus Newfleet Short Duration High Yield Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3468 holding.
  • Steward Partners Investment Advisory first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.