Congress Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Congress Wealth Management’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 Q2	$3.28M	Sell	112,063 -9,710	-8%	-$276K	0.03%	468
2025 Q1	$3.51M	Buy	121,773 +2,208	+2%	+$63.8K	0.04%	381
2024 Q4	$3.43M	Sell	119,565 -688	-0.6%	-$20K	0.05%	335
2024 Q3	$3.54M	Sell	120,253 -11,694	-9%	-$338K	0.05%	343
2024 Q2	$3.73M	Sell	131,947 -9,250	-7%	-$264K	0.06%	284
2024 Q1	$4.1M	Sell	141,197 -7,402	-5%	-$213K	0.07%	246
2023 Q4	$4.28M	Sell	148,599 -25,921	-15%	-$715K	0.08%	239
2023 Q3	$4.72M	Sell	174,520 -20,294	-10%	-$559K	0.1%	219
2023 Q2	$5.41M	Sell	194,814 -22,370	-10%	-$616K	0.13%	182
2023 Q1	$6.09M	Sell	217,184 -49,951	-19%	-$1.38M	0.15%	170
2022 Q4	$7.22M	Sell	267,135 -28,042	-10%	-$753K	0.19%	157
2022 Q3	$7.74M	Sell	295,177 -8,053	-3%	-$223K	0.21%	145
2022 Q2	$8.19M	Buy	+303,230	New	+$8.63M	0.21%	147

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Congress Wealth Management's ANGL Position: Q2 2025 in Review

Congress Wealth Management reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 8% in Q2 2025, selling an estimated $276K and leaving 112,063 shares worth $3.28M. The position accounts for 0.03% of the portfolio, ranked #468.

Congress Wealth Management first reported a position in ANGL in Q2 2022 and has held it in 13 quarters since. The position peaked at $8.19M in Q2 2022. 330 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

Congress Wealth Management held 112,063 shares of VanEck Fallen Angel High Yield Bond ETF worth $3.28M as of Q2 2025.
Congress Wealth Management sold 9,710 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $276K.
VanEck Fallen Angel High Yield Bond ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #468 holding.
Congress Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2022 and has held it in 13 quarters since.
Congress Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $8.19M in Q2 2022.
330 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.