VA
VSHY icon

VestGen Advisors’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

VestGen Advisors’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 		$792K Buy
36,447
+12,212
+50% +$265K 0.02% 516
2026
Q1 		$527K Buy
+24,235
New +$528K 0.01% 651

Other funds holding VSHY

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

VestGen Advisors's VSHY Position: Q2 2026 in Review

VestGen Advisors increased its Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) stake by 50% in Q2 2026, buying an estimated $265K and bringing the position to 36,447 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #516.

VestGen Advisors first reported a position in VSHY in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold VSHY as of Q2 2026.

  • VestGen Advisors held 36,447 shares of Virtus Newfleet Short Duration High Yield Bond ETF worth $792K as of Q2 2026.
  • VestGen Advisors bought 12,212 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q2 2026, an estimated $265K.
  • Virtus Newfleet Short Duration High Yield Bond ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #516 holding.
  • VestGen Advisors first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.