&PARTNERS VSHY — VIRTUS ETF TR II

Ownership history in &PARTNERS  ·  5 quarters on record

AI Ownership Summary

&PARTNERS reported VIRTUS ETF TR II (VSHY) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows VSHY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VSHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS's position in VIRTUS ETF TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VSHY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VSHY stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held VSHY — position size vs. price
% of Fund (quarterly)    VSHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 26,783 -6,494 -19.5% 0.00% $576K 2026-05-15 $21.55
2025 Q4 REDUCED — — — 33,277 -244 -0.7% 0.00% $726K 2026-02-17 $21.49
2025 Q3 ADDED — — — 33,521 +1,946 +6.2% 0.00% $737K 2025-11-14 $21.07
2025 Q2 ADDED — — — 31,575 +10,138 +47.3% 0.01% $690K 2025-08-14 $20.82
2025 Q1 INITIATED — — — 21,437 — — 0.00% $464K 2025-05-15 $20.21

🏢 Other funds also holding VSHY

As of 2026 Q1 — sorted by position size

Virtus Fixed Income Advisers, LLC 19.91% VestGen Advisors, LLC 0.01% FLOW TRADERS U.S. LLC 3Y 7Y 0.01% Quest 10 Wealth Builders, Inc. 0.01% Western Wealth Management, LLC 3Y 7Y 0.0% VIRTUS ADVISERS, LLC 3Y 7Y 0.0% Elevated Capital Advisors, LLC 3Y 0.0% AE Wealth Management LLC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About &PARTNERS and VSHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has &PARTNERS reported owning VSHY?

&PARTNERS reported VSHY across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VSHY position in &PARTNERS's portfolio?

The largest reported portfolio weight for VSHY was 0.01% in 2025 Q2.

What is the latest reported VSHY position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 26,783 shares, equal to 0.00% of portfolio, with an estimated market value of $576K.

What does the chart on this VSHY ownership page compare?

The chart compares &PARTNERS's quarterly VSHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did &PARTNERS time their VSHY position?

Based on 13F filing dates vs. subsequent VSHY price moves, &PARTNERS correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on VSHY relative to SPY over the holding period was -15.8%.

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