Disciplined Investors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Disciplined Investors’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	$251K	Hold	8,731	–	–	0.15%	117
2025 Q4	$256K	Sell	8,731 -201	-2%	-$5.92K	0.17%	107
2025 Q3	$266K	Buy	8,932 +232	+3%	+$6.79K	0.19%	100
2025 Q2	$255K	Hold	8,700	–	–	0.2%	99
2025 Q1	$251K	Hold	8,700	–	–	0.23%	96
2024 Q4	$248K	Buy	+8,700	New	+$252K	0.24%	93

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

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 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 $109B AUM 35.56% 1-Year Est. Return

Disciplined Investors's ANGL Position: Q1 2026 in Review

Disciplined Investors held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q1 2026 at 8,731 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #117.

Disciplined Investors first reported a position in ANGL in Q4 2024 and has held it in 6 quarters since. The position peaked at $266K in Q3 2025. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Disciplined Investors held 8,731 shares of VanEck Fallen Angel High Yield Bond ETF worth $251K as of Q1 2026.
Disciplined Investors left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q1 2026.
VanEck Fallen Angel High Yield Bond ETF made up 0.15% of Disciplined Investors's portfolio in Q1 2026, its #117 holding.
Disciplined Investors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
Disciplined Investors's VanEck Fallen Angel High Yield Bond ETF position peaked at $266K in Q3 2025.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.