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

Congress 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
2022
Q1 		– Sell
-30,259
Closed -$1.5M – 645
2021
Q4 		$1.5M Buy
+30,259
New +$1.51M 0.03% 329

Other funds holding VNLA

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
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
SIA
Sovereign Investment Advisors Phoenix, Arizona $533M AUM 16.78% 1-Year Est. Return

Congress Wealth Management's VNLA Position: Q1 2022 in Review

Congress Wealth Management sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q1 2022, closing a stake of 30,259 shares — an estimated $1.5M sold.

Congress Wealth Management first reported a position in VNLA in Q4 2021 and held it in 1 quarter. The position peaked at $1.5M in Q4 2021. 181 funds tracked by Wall St. Rank hold VNLA as of Q1 2022.

  • Congress Wealth Management reported no remaining Janus Henderson Short Duration Income ETF position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 30,259 Janus Henderson Short Duration Income ETF shares in Q1 2022, an estimated $1.5M.
  • Congress Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $1.5M in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.