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Great Valley Advisor Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Great Valley Advisor Group’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
Q4 		– Sell
-6,744
Closed -$200K – 950
2025
Q3 		$200K Sell
6,744
-1,466
-18% -$42.9K ﹤0.01% 892
2025
Q2 		$240K Buy
8,210
+44
+0.5% +$1.25K 0.01% 810
2025
Q1 		$235K Buy
8,166
+284
+4% +$8.21K 0.01% 792
2024
Q4 		$226K Sell
7,882
-944
-11% -$27.4K 0.01% 785
2024
Q3 		$260K Buy
8,826
+540
+7% +$15.6K 0.01% 731
2024
Q2 		$234K Sell
8,286
-2,972
-26% -$84.8K 0.01% 710
2024
Q1 		$327K Buy
11,258
+27
+0.2% +$779 0.01% 587
2023
Q4 		$323K Sell
11,231
-3,851
-26% -$106K 0.01% 560
2023
Q3 		$408K Sell
15,082
-1,605
-10% -$44.2K 0.02% 485
2023
Q2 		$463K Buy
16,687
+60
+0.4% +$1.65K 0.02% 459
2023
Q1 		$466K Buy
16,627
+3,202
+24% +$88.4K 0.02% 448
2022
Q4 		$363K Sell
13,425
-1,979
-13% -$53.1K 0.02% 503
2022
Q3 		$404K Sell
15,404
-10,853
-41% -$300K 0.02% 467
2022
Q2 		$710K Buy
26,257
+13,375
+104% +$381K 0.04% 359
2022
Q1 		$392K Buy
12,882
+322
+3% +$10K 0.02% 439
2021
Q4 		$414K Buy
12,560
+2,205
+21% +$72.6K 0.03% 424
2021
Q3 		$342K Buy
10,355
+150
+1% +$4.96K 0.02% 432
2021
Q2 		$336K Buy
+10,205
New +$329K 0.02% 434

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Great Valley Advisor Group's ANGL Position: Q4 2025 in Review

Great Valley Advisor Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2025, closing a stake of 6,744 shares — an estimated $200K sold.

Great Valley Advisor Group first reported a position in ANGL in Q2 2021 and held it in 18 quarters. The position peaked at $710K in Q2 2022. 344 funds tracked by Wall St. Rank hold ANGL as of Q4 2025.

  • Great Valley Advisor Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 6,744 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2025, an estimated $200K.
  • Great Valley Advisor Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2021 and held it in 18 quarters.
  • Great Valley Advisor Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $710K in Q2 2022.
  • 344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.