Cerity Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Cerity Partners’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 Q1	$100M	Buy	3,485,369 +150,586	+5%	+$4.42M	0.14%	138
2025 Q4	$97.9M	Buy	3,334,783 +163,292	+5%	+$4.81M	0.14%	141
2025 Q3	$94.3M	Buy	3,171,491 +124,871	+4%	+$3.66M	0.15%	138
2025 Q2	$89.2M	Buy	3,046,620 +95,886	+3%	+$2.73M	0.16%	137
2025 Q1	$85.2M	Buy	2,950,734 +101,492	+4%	+$2.93M	0.17%	127
2024 Q4	$81.7M	Buy	2,849,242 +46,829	+2%	+$1.36M	0.18%	122
2024 Q3	$82.4M	Buy	2,802,413 +70,163	+3%	+$2.03M	0.18%	126
2024 Q2	$77.3M	Buy	2,732,250 +56,427	+2%	+$1.61M	0.2%	109
2024 Q1	$77.7M	Sell	2,675,823 -150,602	-5%	-$4.34M	0.21%	106
2023 Q4	$81.3M	Sell	2,826,425 -48,872	-2%	-$1.35M	0.27%	87
2023 Q3	$77.8M	Buy	2,875,297 +952,683	+50%	+$26.2M	0.38%	66
2023 Q2	$53.4M	Buy	+1,922,614	New	+$52.9M	0.21%	113

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

KAM

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

Cerity Partners's ANGL Position: Q1 2026 in Review

Cerity Partners increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 4.5% in Q1 2026, buying an estimated $4.42M and bringing the position to 3,485,369 shares worth $100M. The position accounts for 0.14% of the portfolio, ranked #138.

Cerity Partners first reported a position in ANGL in Q2 2023 and has held it in 12 quarters since. 315 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Cerity Partners held 3,485,369 shares of VanEck Fallen Angel High Yield Bond ETF worth $100M as of Q1 2026.
Cerity Partners bought 150,586 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $4.42M.
VanEck Fallen Angel High Yield Bond ETF made up 0.14% of Cerity Partners's portfolio in Q1 2026, its #138 holding.
Cerity Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2023 and has held it in 12 quarters since.
315 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.