Safeguard Investment Advisory Group’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Safeguard Investment Advisory 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
2026 Q1	–	Sell	-8,048	Closed	-$395K	–	158
2025 Q4	$395K	Sell	8,048 -12,442	-61%	-$612K	0.1%	84
2025 Q3	$1.01M	Buy	20,490 +499	+2%	+$24.5K	0.25%	41
2025 Q2	$984K	Buy	19,991 +15,360	+332%	+$752K	0.25%	44
2025 Q1	$228K	Buy	+4,631	New	+$227K	0.06%	122

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

PAG

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

GWM

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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

Safeguard Investment Advisory Group's VNLA Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q1 2026, closing a stake of 8,048 shares — an estimated $395K sold.

Safeguard Investment Advisory Group first reported a position in VNLA in Q1 2025 and held it in 4 quarters. The position peaked at $1.01M in Q3 2025. 247 funds tracked by Wall St. Rank hold VNLA as of Q1 2026.

Safeguard Investment Advisory Group reported no remaining Janus Henderson Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
Safeguard Investment Advisory Group sold 8,048 Janus Henderson Short Duration Income ETF shares in Q1 2026, an estimated $395K.
Safeguard Investment Advisory Group first reported a position in Janus Henderson Short Duration Income ETF in Q1 2025 and held it in 4 quarters.
Safeguard Investment Advisory Group's Janus Henderson Short Duration Income ETF position peaked at $1.01M in Q3 2025.
247 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.