Marshall & Sterling Wealth Advisors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Marshall & Sterling 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
2026 Q2	$121K	Sell	2,472 -1,228	-33%	-$60.1K	0.07%	111
2026 Q1	$181K	Sell	3,700 -491	-12%	-$24.1K	0.12%	96
2025 Q4	$206K	Buy	4,191 +62	+2%	+$3.05K	0.14%	86
2025 Q3	$203K	Sell	4,129 -349	-8%	-$17.2K	0.13%	84
2025 Q2	$220K	Sell	4,478 -85	-2%	-$4.16K	0.15%	78
2025 Q1	$224K	Sell	4,563 -1,287	-22%	-$63.1K	0.15%	80
2024 Q4	$286K	Buy	+5,850	New	+$286K	0.2%	73

Other funds holding VNLA

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VNLA Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Janus Henderson Short Duration Income ETF (VNLA) stake by 33% in Q2 2026, selling an estimated $60.1K and leaving 2,472 shares worth $121K. The position accounts for 0.07% of the portfolio, ranked #111.

Marshall & Sterling Wealth Advisors first reported a position in VNLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $286K in Q4 2024. 235 funds tracked by Wall St. Rank hold VNLA as of Q2 2026.

Marshall & Sterling Wealth Advisors held 2,472 shares of Janus Henderson Short Duration Income ETF worth $121K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 1,228 Janus Henderson Short Duration Income ETF shares in Q2 2026, an estimated $60.1K.
Janus Henderson Short Duration Income ETF made up 0.07% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Marshall & Sterling Wealth Advisors first reported a position in Janus Henderson Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Janus Henderson Short Duration Income ETF position peaked at $286K in Q4 2024.
235 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.