Capital Advisors Wealth Management’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Capital Advisors Wealth Management’s Portfolio VNLA Stock Details VNLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$457K	Sell	9,360 -264	-3%	-$12.9K	0.05%	149
2026 Q1	$470K	Sell	9,624 -512	-5%	-$25.2K	0.06%	135
2025 Q4	$498K	Sell	10,136 -565	-5%	-$27.8K	0.07%	131
2025 Q3	$527K	Buy	10,701 +1,406	+15%	+$69.1K	0.08%	122
2025 Q2	$457K	Sell	9,295 -1,944	-17%	-$95.2K	0.07%	118
2025 Q1	$552K	Buy	11,239 +112	+1%	+$5.49K	0.1%	97
2024 Q4	$544K	Sell	11,127 -2,089	-16%	-$102K	0.1%	89
2024 Q3	$648K	Sell	13,216 -2,831	-18%	-$138K	0.12%	82
2024 Q2	$779K	Sell	16,047 -2,138	-12%	-$103K	0.15%	65
2024 Q1	$882K	Sell	18,185 -5,414	-23%	-$262K	0.18%	60
2023 Q4	$1.14M	Sell	23,599 -8,421	-26%	-$405K	0.26%	50
2023 Q3	$1.54M	Sell	32,020 -7,916	-20%	-$379K	0.4%	45
2023 Q2	$1.91M	Sell	39,936 -91,269	-70%	-$4.36M	0.49%	41
2023 Q1	$6.27M	Sell	131,205 -262,357	-67%	-$12.5M	1.73%	17
2022 Q4	$18.7M	Sell	393,562 -11,535	-3%	-$558K	5.65%	3
2022 Q3	$19.6M	Sell	405,097 -109,348	-21%	-$5.32M	6.52%	3
2022 Q2	$25M	Buy	514,445 +195,895	+61%	+$9.56M	8.12%	1
2022 Q1	$15.6M	Buy	318,550 +312,725	+5,369%	+$15.4M	4.79%	5
2021 Q4	$289K	Sell	5,825 -1,895	-25%	-$94.6K	0.09%	94
2021 Q3	$387K	Sell	7,720 -965	-11%	-$48.4K	0.14%	76
2021 Q2	$436K	Buy	8,685 +249	+3%	+$12.5K	0.16%	65
2021 Q1	$423K	Buy	+8,436	New	+$425K	0.18%	60

Other funds holding VNLA

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Capital Advisors Wealth Management's VNLA Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Janus Henderson Short Duration Income ETF (VNLA) stake by 2.7% in Q2 2026, selling an estimated $12.9K and leaving 9,360 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #149.

Capital Advisors Wealth Management first reported a position in VNLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $25M in Q2 2022. 235 funds tracked by Wall St. Rank hold VNLA as of Q2 2026.

Capital Advisors Wealth Management held 9,360 shares of Janus Henderson Short Duration Income ETF worth $457K as of Q2 2026.
Capital Advisors Wealth Management sold 264 Janus Henderson Short Duration Income ETF shares in Q2 2026, an estimated $12.9K.
Janus Henderson Short Duration Income ETF made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #149 holding.
Capital Advisors Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q1 2021 and has held it in 22 quarters since.
Capital Advisors Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $25M in Q2 2022.
235 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.