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Dougherty & Associates’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Dougherty & Associates’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 		$2.7M Buy
92,266
+3,552
+4% +$103K 2.16% 15
2026
Q1 		$2.55M Buy
88,714
+13,542
+18% +$397K 2.34% 11
2025
Q4 		$2.21M Buy
+75,172
New +$2.21M 1.97% 15

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Dougherty & Associates's ANGL Position: Q2 2026 in Review

Dougherty & Associates increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 4% in Q2 2026, buying an estimated $103K and bringing the position to 92,266 shares worth $2.7M. The position accounts for 2.16% of the portfolio, ranked #15.

Dougherty & Associates first reported a position in ANGL in Q4 2025 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

  • Dougherty & Associates held 92,266 shares of VanEck Fallen Angel High Yield Bond ETF worth $2.7M as of Q2 2026.
  • Dougherty & Associates bought 3,552 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $103K.
  • VanEck Fallen Angel High Yield Bond ETF made up 2.16% of Dougherty & Associates's portfolio in Q2 2026, its #15 holding.
  • Dougherty & Associates first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.