EP Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

EP Wealth 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	$171K	Buy	+5,838	New	+$170K	﹤0.01%	1555

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

EP Wealth Advisors's ANGL Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2026: 5,838 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings.

331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

EP Wealth Advisors held 5,838 shares of VanEck Fallen Angel High Yield Bond ETF worth $171K as of Q2 2026.
VanEck Fallen Angel High Yield Bond ETF was a new EP Wealth Advisors position in Q2 2026.
VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1555 holding.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.