Independent Financial Group’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Independent Financial Group’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
2021 Q3	–	Sell	-10,790	Closed	-$542K	–	761
2021 Q2	$542K	Sell	10,790 -2,195	-17%	-$110K	0.06%	345
2021 Q1	$652K	Buy	12,985 +200	+2%	+$10.1K	0.08%	258
2020 Q4	$645K	Buy	12,785 +120	+0.9%	+$6.05K	0.1%	245
2020 Q3	$638K	Buy	+12,665	New	+$638K	0.12%	193

Other funds holding VNLA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

SIA

Sovereign Investment Advisors Phoenix, Arizona $533M AUM 16.78% 1-Year Est. Return

Independent Financial Group's VNLA Position: Q3 2021 in Review

Independent Financial Group sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q3 2021, closing a stake of 10,790 shares — an estimated $542K sold.

Independent Financial Group first reported a position in VNLA in Q3 2020 and held it in 4 quarters. The position peaked at $652K in Q1 2021. 177 funds tracked by Wall St. Rank hold VNLA as of Q3 2021.

Independent Financial Group reported no remaining Janus Henderson Short Duration Income ETF position as of Q3 2021 after selling out during the quarter.
Independent Financial Group sold 10,790 Janus Henderson Short Duration Income ETF shares in Q3 2021, an estimated $542K.
Independent Financial Group first reported a position in Janus Henderson Short Duration Income ETF in Q3 2020 and held it in 4 quarters.
Independent Financial Group's Janus Henderson Short Duration Income ETF position peaked at $652K in Q1 2021.
177 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q3 2021.

Based on Independent Financial Group's 13F filing for Q3 2021, filed 15 Jun 2026.