VSHY VIRTUS ETF TR II

Ownership history in &PARTNERS  ·  4 quarters on record

This page tracks every 13F SEC filing in which &PARTNERS reported a position in VIRTUS ETF TR II (VSHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.0%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 33,277 -244 -0.7% 0.00% $726K $21.53
2025 Q3 ADDED 33,521 +1,946 +6.2% 0.00% $737K $21.30
2025 Q2 ADDED 31,575 +10,138 +47.3% 0.01% $690K $20.82
2025 Q1 INITIATED 21,437 0.00% $464K $20.29
% of Fund (quarterly)    VSHY price (monthly, adj. close)
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