Annis Gardner Whiting Capital Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio ANGL Stock Details ANGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-877	Closed	-$25.7K	–	1194
2025 Q2	$25.7K	Buy	+877	New	+$24.9K	0.01%	524
2024 Q3	–	Sell	-52	Closed	-$1.47K	–	742
2024 Q2	$1.47K	Buy	+52	New	+$1.48K	﹤0.01%	871

Other funds holding ANGL

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's ANGL Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2025, closing a stake of 877 shares — an estimated $25.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ANGL in Q2 2024 and held it in 2 quarters. The position peaked at $25.7K in Q2 2025. 322 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

Annis Gardner Whiting Capital Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 877 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2025, an estimated $25.7K.
Annis Gardner Whiting Capital Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2024 and held it in 2 quarters.
Annis Gardner Whiting Capital Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $25.7K in Q2 2025.
322 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.