CAPTRUST Financial Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

CAPTRUST Financial 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
2026 Q2	$898K	Buy	30,699 +162	+0.5%	+$4.72K	﹤0.01%	1807
2026 Q1	$877K	Buy	+30,537	New	+$896K	﹤0.01%	1689
2022 Q2	–	Sell	-474	Closed	-$14K	–	4923
2022 Q1	$14K	Sell	474 -343	-42%	-$10.7K	﹤0.01%	3604
2021 Q4	$27K	Buy	817 +223	+38%	+$7.34K	﹤0.01%	3087
2021 Q3	$20K	Buy	594 +120	+25%	+$3.97K	﹤0.01%	3159
2021 Q2	$16K	Hold	474	–	–	﹤0.01%	3254
2021 Q1	$15K	Hold	474	–	–	﹤0.01%	3179
2020 Q4	$15K	Sell	474 -1,809	-79%	-$55.9K	﹤0.01%	2383
2020 Q3	$68K	Buy	2,283 +1,666	+270%	+$49.9K	﹤0.01%	1521
2020 Q2	$18K	Buy	+617	New	+$17K	﹤0.01%	1975

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

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

CIA

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CAPTRUST Financial Advisors's ANGL Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 0.53% in Q2 2026, buying an estimated $4.72K and bringing the position to 30,699 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

CAPTRUST Financial Advisors first reported a position in ANGL in Q2 2020 and has held it in 10 quarters since. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

CAPTRUST Financial Advisors held 30,699 shares of VanEck Fallen Angel High Yield Bond ETF worth $898K as of Q2 2026.
CAPTRUST Financial Advisors bought 162 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $4.72K.
VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1807 holding.
CAPTRUST Financial Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and has held it in 10 quarters since.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.