CRWM
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Castle Rock Wealth Management’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Castle Rock 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 		$635K Buy
13,056
+95
+0.7% +$4.64K 0.12% 149
2026
Q2 		$633K Sell
12,961
-2,093
-14% -$103K 0.12% 154
2026
Q1 		$736K Buy
15,054
+4,249
+39% +$209K 0.16% 135
2025
Q4 		$531K Sell
10,805
-554
-5% -$27.3K 0.11% 154
2025
Q3 		$558K Buy
11,359
+963
+9% +$47.3K 0.12% 149
2025
Q2 		$511K Buy
10,396
+155
+2% +$7.59K 0.12% 152
2025
Q1 		$501K Buy
10,241
+38
+0.4% +$1.86K 0.14% 140
2024
Q4 		$501K Buy
10,203
+189
+2% +$9.26K 0.12% 145
2024
Q3 		$489K Buy
10,014
+113
+1% +$5.51K 0.12% 156
2024
Q2 		$479K Sell
9,901
-1,254
-11% -$60.7K 0.12% 149
2024
Q1 		$538K Sell
11,155
-2,083
-16% -$101K 0.15% 143
2023
Q4 		$640K Sell
13,238
-10,677
-45% -$513K 0.19% 129
2023
Q3 		$1.14M Buy
23,915
+233
+1% +$11.2K 0.38% 66
2023
Q2 		$1.13M Sell
23,682
-76
-0.3% -$3.63K 0.39% 62
2023
Q1 		$1.13M Buy
23,758
+258
+1% +$12.3K 0.41% 55
2022
Q4 		$1.12M Sell
23,500
-2,184
-9% -$106K 0.5% 45
2022
Q3 		$1.25M Buy
25,684
+123
+0.5% +$5.99K 0.63% 33
2022
Q2 		$1.24M Buy
25,561
+44
+0.2% +$2.15K 0.63% 37
2022
Q1 		$1.25M Sell
25,517
-1,539
-6% -$75.8K 0.57% 42
2021
Q4 		$1.34M Sell
27,056
-234
-0.9% -$11.7K 0.55% 58
2021
Q3 		$1.36M Buy
27,290
+173
+0.6% +$8.68K 0.47% 67
2021
Q2 		$1.36M Sell
27,117
-42,791
-61% -$2.15M 0.5% 63
2021
Q1 		$3.51M Buy
69,908
+151
+0.2% +$7.6K 1.41% 6
2020
Q4 		$3.52M Buy
69,757
+5,278
+8% +$266K 1.46% 9
2020
Q3 		$3.25M Buy
64,479
+15,230
+31% +$767K 2.13% 6
2020
Q2 		$2.48M Buy
49,249
+26,431
+116% +$1.32M 1.45% 10
2020
Q1 		$1.14M Sell
22,818
-1,633
-7% -$81.2K 0.98% 21
2019
Q4 		$1.22M Sell
24,451
-2,378
-9% -$118K 1.1% 16
2019
Q3 		$1.34M Sell
26,829
-3,034
-10% -$152K 1.39% 12
2019
Q2 		$1.49M Buy
29,863
+4,606
+18% +$229K 1.65% 10
2019
Q1 		$1K Buy
+25,257
New +$1.25M 0.04% 30
2018
Q4 		– Sell
-27,378
Closed -$1.37M – 101
2018
Q3 		$1.37M Buy
27,378
+19,111
+231% +$957K 2.18% 7
2018
Q2 		$414K Buy
+8,267
New +$414K 0.57% 68

Other funds holding VNLA

BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Castle Rock Wealth Management's VNLA Position: Q3 2026 in Review

Castle Rock Wealth Management increased its Janus Henderson Short Duration Income ETF (VNLA) stake by 0.73% in Q3 2026, buying an estimated $4.64K and bringing the position to 13,056 shares worth $635K. The position accounts for 0.12% of the portfolio, ranked #149.

Castle Rock Wealth Management first reported a position in VNLA in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.52M in Q4 2020. 11 funds tracked by Wall St. Rank hold VNLA as of Q3 2026.

  • Castle Rock Wealth Management held 13,056 shares of Janus Henderson Short Duration Income ETF worth $635K as of Q3 2026.
  • Castle Rock Wealth Management bought 95 Janus Henderson Short Duration Income ETF shares in Q3 2026, an estimated $4.64K.
  • Janus Henderson Short Duration Income ETF made up 0.12% of Castle Rock Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Castle Rock Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q2 2018 and has held it in 33 quarters since.
  • Castle Rock Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $3.52M in Q4 2020.
  • 11 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q3 2026.

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