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 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 $123M AUM 1.22% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

VEA

Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Steward Partners Investment Advisory's VSHY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) stake by 26% in Q1 2026, buying an estimated $1.5K and bringing the position to 331 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3680.

Steward Partners Investment Advisory first reported a position in VSHY in Q2 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold VSHY as of Q1 2026.

Steward Partners Investment Advisory held 331 shares of Virtus Newfleet Short Duration High Yield Bond ETF worth $7.12K as of Q1 2026.
Steward Partners Investment Advisory bought 69 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q1 2026, an estimated $1.5K.
Virtus Newfleet Short Duration High Yield Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3680 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 4 quarters since.
12 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.