Carson Wealth (CWM LLC)
VNLA icon

Carson Wealth (CWM LLC)’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$33.2M Buy
679,451
+70,622
+12% +$3.47M 0.09% 218
2025
Q4 		$29.9M Sell
608,829
-6,341
-1% -$312K 0.08% 217
2025
Q3 		$30.3M Buy
615,170
+10,227
+2% +$503K 0.09% 187
2025
Q2 		$29.8M Sell
604,943
-6,113
-1% -$299K 0.11% 167
2025
Q1 		$30M Buy
611,056
+40,552
+7% +$1.99M 0.12% 155
2024
Q4 		$27.9M Buy
570,504
+144,363
+34% +$7.07M 0.12% 156
2024
Q3 		$20.9M Buy
426,141
+35,761
+9% +$1.74M 0.09% 204
2024
Q2 		$18.9M Sell
390,380
-4,331
-1% -$210K 0.09% 206
2024
Q1 		$19.1M Sell
394,711
-23,268
-6% -$1.13M 0.09% 203
2023
Q4 		$20.2M Buy
417,979
+49,723
+14% +$2.39M 0.11% 182
2023
Q3 		$17.7M Buy
368,256
+1,110
+0.3% +$53.1K 0.11% 174
2023
Q2 		$17.5M Sell
367,146
-55,648
-13% -$2.66M 0.11% 173
2023
Q1 		$20.2M Sell
422,794
-90,600
-18% -$4.32M 0.14% 145
2022
Q4 		$24.3M Buy
513,394
+42,253
+9% +$2.05M 0.18% 122
2022
Q3 		$22.8M Buy
471,141
+191,776
+69% +$9.33M 0.18% 111
2022
Q2 		$13.6M Buy
279,365
+59,970
+27% +$2.93M 0.11% 163
2022
Q1 		$10.8M Buy
219,395
+219,208
+117,224% +$10.8M 0.08% 199
2021
Q4 		$9K Buy
+187
New +$9.33K ﹤0.01% 2442
2021
Q2 		$9K Hold
187
– – ﹤0.01% 2165
2021
Q1 		$9K Hold
187
– – ﹤0.01% 2165
2020
Q4 		$9K Hold
187
– – ﹤0.01% 2165
2020
Q3 		$9K Hold
187
– – ﹤0.01% 2165
2020
Q2 		$9K Hold
187
– – ﹤0.01% 2165
2020
Q1 		$9K Hold
187
– – ﹤0.01% 2164
2019
Q4 		$9K Hold
187
– – ﹤0.01% 2164
2019
Q3 		$9K Hold
187
– – ﹤0.01% 2164
2019
Q2 		$9K Hold
187
– – ﹤0.01% 2163
2019
Q1 		$9K Buy
+187
New +$9.23K ﹤0.01% 2163

Other funds holding VNLA

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VNLA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Janus Henderson Short Duration Income ETF (VNLA) stake by 12% in Q1 2026, buying an estimated $3.47M and bringing the position to 679,451 shares worth $33.2M. The position accounts for 0.09% of the portfolio, ranked #218.

Carson Wealth (CWM LLC) first reported a position in VNLA in Q1 2019 and has held it in 28 quarters since. 247 funds tracked by Wall St. Rank hold VNLA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 679,451 shares of Janus Henderson Short Duration Income ETF worth $33.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 70,622 Janus Henderson Short Duration Income ETF shares in Q1 2026, an estimated $3.47M.
  • Janus Henderson Short Duration Income ETF made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #218 holding.
  • Carson Wealth (CWM LLC) first reported a position in Janus Henderson Short Duration Income ETF in Q1 2019 and has held it in 28 quarters since.
  • 247 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.