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Morningstar Investment Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-861,446
Closed -$25.3M – 156
2024
Q3 		$25.3M Sell
861,446
-10,845
-1% -$313K 0.26% 96
2024
Q2 		$24.8M Sell
872,291
-5,567
-0.6% -$159K 0.27% 94
2024
Q1 		$25.5M Sell
877,858
-854,585
-49% -$24.6M 0.28% 92
2023
Q4 		$50M Buy
1,732,443
+860,132
+99% +$23.7M 0.28% 90
2023
Q3 		$23.7M Buy
872,311
+3,343
+0.4% +$92.1K 0.3% 88
2023
Q2 		$24M Buy
868,968
+523,554
+152% +$14.4M 0.31% 89
2023
Q1 		$9.55M Buy
345,414
+13,032
+4% +$360K 0.13% 117
2022
Q4 		$9.07M Buy
332,382
+3,003
+0.9% +$80.6K 0.12% 117
2022
Q3 		$8.82M Buy
+329,379
New +$9.11M 0.12% 117
2021
Q3 		– Sell
-324,732
Closed -$10.7M – 223
2021
Q2 		$10.7M Buy
324,732
+43,104
+15% +$1.39M 0.13% 108
2021
Q1 		$8.97M Buy
281,628
+4,871
+2% +$156K 0.12% 120
2020
Q4 		$8.88M Buy
276,757
+14,366
+5% +$444K 0.12% 121
2020
Q3 		$7.76M Buy
+262,391
New +$7.87M 0.12% 121

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morningstar Investment Services's ANGL Position: Q4 2024 in Review

Morningstar Investment Services sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2024, closing a stake of 861,446 shares — an estimated $25.3M sold.

Morningstar Investment Services first reported a position in ANGL in Q3 2020 and held it in 13 quarters. The position peaked at $50M in Q4 2023. 346 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

  • Morningstar Investment Services reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 861,446 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $25.3M.
  • Morningstar Investment Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2020 and held it in 13 quarters.
  • Morningstar Investment Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $50M in Q4 2023.
  • 346 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.