Waverly Advisors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Waverly 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	$11.8M	Buy	241,835 +50,883	+27%	+$2.49M	0.07%	268
2026 Q1	$9.33M	Buy	190,952 +7,392	+4%	+$363K	0.07%	271
2025 Q4	$9.02M	Buy	183,560 +8,867	+5%	+$436K	0.07%	265
2025 Q3	$8.61M	Buy	174,693 +7,346	+4%	+$361K	0.09%	219
2025 Q2	$8.23M	Buy	167,347 +2,148	+1%	+$105K	0.09%	217
2025 Q1	$8.12M	Buy	165,199 +5,148	+3%	+$252K	0.1%	210
2024 Q4	$7.83M	Buy	160,051 +13,250	+9%	+$649K	0.12%	163
2024 Q3	$7.2M	Buy	146,801 +9,907	+7%	+$483K	0.13%	152
2024 Q2	$6.64M	Buy	136,894 +25,847	+23%	+$1.25M	0.13%	150
2024 Q1	$5.39M	Buy	+111,047	New	+$5.37M	0.13%	136

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

Waverly Advisors's VNLA Position: Q2 2026 in Review

Waverly Advisors increased its Janus Henderson Short Duration Income ETF (VNLA) stake by 27% in Q2 2026, buying an estimated $2.49M and bringing the position to 241,835 shares worth $11.8M. The position accounts for 0.07% of the portfolio, ranked #268.

Waverly Advisors first reported a position in VNLA in Q1 2024 and has held it in 10 quarters since. 236 funds tracked by Wall St. Rank hold VNLA as of Q2 2026.

Waverly Advisors held 241,835 shares of Janus Henderson Short Duration Income ETF worth $11.8M as of Q2 2026.
Waverly Advisors bought 50,883 Janus Henderson Short Duration Income ETF shares in Q2 2026, an estimated $2.49M.
Janus Henderson Short Duration Income ETF made up 0.07% of Waverly Advisors's portfolio in Q2 2026, its #268 holding.
Waverly Advisors first reported a position in Janus Henderson Short Duration Income ETF in Q1 2024 and has held it in 10 quarters since.
236 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.