Mosaic Family Wealth Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Mosaic Family Wealth Partners’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	$4.46M	Buy	155,455 +2,939	+2%	+$86.2K	0.46%	33
2025 Q4	$4.48M	Sell	152,516 -10,482	-6%	-$308K	0.49%	30
2025 Q3	$4.84M	Buy	162,998 +2,038	+1%	+$59.7K	0.57%	23
2025 Q2	$4.71M	Buy	160,960 +7,487	+5%	+$213K	0.6%	22
2025 Q1	$4.43M	Sell	153,473 -3,588	-2%	-$104K	0.63%	20
2024 Q4	$4.5M	Buy	157,061 +5,932	+4%	+$172K	0.65%	23
2024 Q3	$4.44M	Buy	151,129 +6,707	+5%	+$194K	0.66%	22
2024 Q2	$4.09M	Buy	144,422 +4,454	+3%	+$127K	0.66%	24
2024 Q1	$4.06M	Buy	139,968 +1,475	+1%	+$42.5K	0.67%	23
2023 Q4	$3.99M	Buy	138,493 +5,187	+4%	+$143K	0.69%	25
2023 Q3	$3.61M	Buy	133,306 +4,414	+3%	+$122K	0.72%	22
2023 Q2	$3.58M	Buy	128,892 +2,407	+2%	+$66.3K	0.7%	22
2023 Q1	$3.54M	Buy	126,485 +22,127	+21%	+$611K	0.74%	21
2022 Q4	$2.82M	Buy	+104,358	New	+$2.8M	0.8%	22

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mosaic Family Wealth Partners's ANGL Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 1.9% in Q1 2026, buying an estimated $86.2K and bringing the position to 155,455 shares worth $4.46M. The position accounts for 0.46% of the portfolio, ranked #33.

Mosaic Family Wealth Partners first reported a position in ANGL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.84M in Q3 2025. 315 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Mosaic Family Wealth Partners held 155,455 shares of VanEck Fallen Angel High Yield Bond ETF worth $4.46M as of Q1 2026.
Mosaic Family Wealth Partners bought 2,939 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $86.2K.
VanEck Fallen Angel High Yield Bond ETF made up 0.46% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #33 holding.
Mosaic Family Wealth Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and has held it in 14 quarters since.
Mosaic Family Wealth Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $4.84M in Q3 2025.
315 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.