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Evergreen Capital Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Evergreen Capital 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
2026
Q1 		$22.8M Buy
794,294
+12,384
+2% +$363K 0.49% 39
2025
Q4 		$23M Buy
781,910
+2,411
+0.3% +$70.9K 0.51% 39
2025
Q3 		$23.2M Sell
779,499
-254,083
-25% -$7.44M 0.55% 36
2025
Q2 		$30.3M Buy
1,033,582
+27,409
+3% +$780K 0.91% 16
2025
Q1 		$29M Sell
1,006,173
-26,645
-3% -$770K 0.97% 15
2024
Q4 		$29.6M Buy
1,032,818
+11,191
+1% +$325K 0.96% 17
2024
Q3 		$30M Buy
1,021,627
+27,454
+3% +$794K 1.01% 15
2024
Q2 		$28.1M Buy
994,173
+16,388
+2% +$467K 1.02% 14
2024
Q1 		$28.4M Buy
977,785
+5,623
+0.6% +$162K 1.07% 14
2023
Q4 		$28M Sell
972,162
-430,394
-31% -$11.9M 1.14% 9
2023
Q3 		$38M Sell
1,402,556
-17,499
-1% -$482K 1.66% 7
2023
Q2 		$39.4M Sell
1,420,055
-666,727
-32% -$18.4M 1.65% 7
2023
Q1 		$58.5M Buy
2,086,782
+110,017
+6% +$3.04M 2.63% 3
2022
Q4 		$53.4M Sell
1,976,765
-340,772
-15% -$9.15M 2.51% 4
2022
Q3 		$60.8M Buy
2,317,537
+357,559
+18% +$9.89M 3.18% 2
2022
Q2 		$53M Buy
1,959,978
+31,866
+2% +$907K 2.75% 3
2022
Q1 		$58.6M Buy
1,928,112
+2,707
+0.1% +$84.2K 2.38% 3
2021
Q4 		$63.5M Buy
1,925,405
+47,918
+3% +$1.58M 2.54% 3
2021
Q3 		$62.1M Buy
1,877,487
+71,545
+4% +$2.37M 2.8% 2
2021
Q2 		$59.4M Buy
1,805,942
+23,848
+1% +$769K 2.84% 3
2021
Q1 		$56.9M Buy
1,782,094
+51,199
+3% +$1.64M 2.92% 3
2020
Q4 		$55.6M Sell
1,730,895
-173,892
-9% -$5.38M 3.25% 3
2020
Q3 		$56.6M Buy
1,904,787
+39,639
+2% +$1.19M 3.91% 3
2020
Q2 		$53.5M Buy
1,865,148
+909,608
+95% +$25M 4.05% 2
2020
Q1 		$24.2M Buy
+955,540
New +$27.3M 2.26% 6

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Evergreen Capital Management's ANGL Position: Q1 2026 in Review

Evergreen Capital Management increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 1.6% in Q1 2026, buying an estimated $363K and bringing the position to 794,294 shares worth $22.8M. The position accounts for 0.49% of the portfolio, ranked #39.

Evergreen Capital Management first reported a position in ANGL in Q1 2020 and has held it in 25 quarters since. The position peaked at $63.5M in Q4 2021. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • Evergreen Capital Management held 794,294 shares of VanEck Fallen Angel High Yield Bond ETF worth $22.8M as of Q1 2026.
  • Evergreen Capital Management bought 12,384 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $363K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.49% of Evergreen Capital Management's portfolio in Q1 2026, its #39 holding.
  • Evergreen Capital Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Evergreen Capital Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $63.5M in Q4 2021.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.