CAWM
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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
Q3 		$416K Sell
8,573
-787
-8% -$38.5K 0.05% 156
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
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Capital Advisors Wealth Management's VNLA Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Janus Henderson Short Duration Income ETF (VNLA) stake by 8.4% in Q3 2026, selling an estimated $38.5K and leaving 8,573 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #156.

Capital Advisors Wealth Management first reported a position in VNLA in Q1 2021 and has held it in 23 quarters since. The position peaked at $25M in Q2 2022. 23 funds tracked by Wall St. Rank hold VNLA as of Q3 2026.

  • Capital Advisors Wealth Management held 8,573 shares of Janus Henderson Short Duration Income ETF worth $416K as of Q3 2026.
  • Capital Advisors Wealth Management sold 787 Janus Henderson Short Duration Income ETF shares in Q3 2026, an estimated $38.5K.
  • Janus Henderson Short Duration Income ETF made up 0.05% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Capital Advisors Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q1 2021 and has held it in 23 quarters since.
  • Capital Advisors Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $25M in Q2 2022.
  • 23 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.