GPWA
VNLA icon

Great Point Wealth Advisors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Great Point Wealth Advisors’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
2024
Q1 		– Sell
-14,683
Closed -$709K – 63
2023
Q4 		$709K Sell
14,683
-696
-5% -$33.5K 0.18% 45
2023
Q3 		$738K Buy
+15,379
New +$736K 0.22% 45

Other funds holding VNLA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SIA
Sovereign Investment Advisors Phoenix, Arizona $533M AUM 16.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Great Point Wealth Advisors's VNLA Position: Q1 2024 in Review

Great Point Wealth Advisors sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q1 2024, closing a stake of 14,683 shares — an estimated $709K sold.

Great Point Wealth Advisors first reported a position in VNLA in Q3 2023 and held it in 2 quarters. The position peaked at $738K in Q3 2023. 195 funds tracked by Wall St. Rank hold VNLA as of Q1 2024.

  • Great Point Wealth Advisors reported no remaining Janus Henderson Short Duration Income ETF position as of Q1 2024 after selling out during the quarter.
  • Great Point Wealth Advisors sold 14,683 Janus Henderson Short Duration Income ETF shares in Q1 2024, an estimated $709K.
  • Great Point Wealth Advisors first reported a position in Janus Henderson Short Duration Income ETF in Q3 2023 and held it in 2 quarters.
  • Great Point Wealth Advisors's Janus Henderson Short Duration Income ETF position peaked at $738K in Q3 2023.
  • 195 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q1 2024.

Based on Great Point Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.