Comprehensive Financial Planning, Inc./PA VNLA — JANUS HENDERSON SHRT DRTN INM ETF

Ownership history in Comprehensive Financial Planning, Inc./PA  ·  6 quarters on record

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported JANUS HENDERSON SHRT DRTN INM ETF (VNLA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2025 Q1. The latest visible filing shows VNLA at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VNLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Planning, Inc./PA's position in JANUS HENDERSON SHRT DRTN INM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VNLA was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VNLA stock page Comprehensive Financial Planning, Inc./PA fund profile Comprehensive Financial Planning, Inc./PA full holdings
How Comprehensive Financial Planning, Inc./PA held VNLA — position size vs. price
% of Fund (quarterly)    VNLA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 9,961 +76 +0.8% 0.34% $487K 2026-04-07 $48.72
2025 Q4 ADDED — — — 9,885 +156 +1.6% 0.32% $486K 2026-02-11 $48.67
2025 Q3 ADDED — — — 9,729 +120 +1.2% 0.33% $480K 2025-11-12 $48.06
2025 Q2 ADDED — — — 9,609 +118 +1.2% 0.37% $473K 2025-08-08 $47.40
2025 Q1 ADDED — — — 9,491 +73 +0.8% 0.45% $466K 2025-05-09 $46.63
2024 Q4 INITIATED — — — 9,418 — — 0.39% $461K 2025-01-29 $46.04

🏢 Other funds also holding VNLA

As of 2026 Q1 — sorted by position size

Trail Ridge Investment Advisors, LLC 3Y 7.29% Three Magnolias Financial Advisors, LLC 6.7% Sovereign Investment Advisors, LLC 3Y 5.63% TEXAS TREASURY SAFEKEEPING TRUST CO 3Y 7Y 5.41% Ritter Daniher Financial Advisory LLC / DE 3Y 4.85% Burford Brothers, Inc. 4.65% First Financial Group Corp 4.59% Rise Advisors, LLC 3Y 4.57% PARTNERS WEALTH MANAGEMENT, LLC 4.46% Accel Wealth Management 3Y 4.39%

FAQ About Comprehensive Financial Planning, Inc./PA and VNLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Planning, Inc./PA reported owning VNLA?

Comprehensive Financial Planning, Inc./PA reported VNLA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VNLA position in Comprehensive Financial Planning, Inc./PA's portfolio?

The largest reported portfolio weight for VNLA was 0.45% in 2025 Q1.

What is the latest reported VNLA position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 9,961 shares, equal to 0.34% of portfolio, with an estimated market value of $487K.

What does the chart on this VNLA ownership page compare?

The chart compares Comprehensive Financial Planning, Inc./PA's quarterly VNLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Comprehensive Financial Planning, Inc./PA time their VNLA position?

Based on 13F filing dates vs. subsequent VNLA price moves, Comprehensive Financial Planning, Inc./PA correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on VNLA relative to SPY over the holding period was -3.6%.

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