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Oxford Financial Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Oxford Financial 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
2026
Q2 		– Sell
-106
Closed -$3.04K – 299
2026
Q1 		$3.04K Hold
106
– – ﹤0.01% 299
2025
Q4 		$3.11K Hold
106
– – ﹤0.01% 284
2025
Q3 		$3.15K Hold
106
– – ﹤0.01% 277
2025
Q2 		$3.1K Hold
106
– – ﹤0.01% 258
2025
Q1 		$3.06K Hold
106
– – ﹤0.01% 260
2024
Q4 		$3.04K Sell
106
-1,300
-92% -$37.7K ﹤0.01% 293
2024
Q3 		$41.4K Hold
1,406
– – ﹤0.01% 265
2024
Q2 		$39.8K Buy
+1,406
New +$40.1K ﹤0.01% 286
2022
Q2 		– Sell
-7,338
Closed -$223K – 266
2022
Q1 		$223K Sell
7,338
-8,008
-52% -$249K 0.03% 179
2021
Q4 		$506K Sell
15,346
-93,320
-86% -$3.07M 0.06% 123
2021
Q3 		$3.59M Sell
108,666
-77,006
-41% -$2.55M 0.46% 27
2021
Q2 		$6.11M Sell
185,672
-346,763
-65% -$11.2M 0.82% 22
2021
Q1 		$17M Buy
532,435
+13,687
+3% +$439K 2.36% 10
2020
Q4 		$16.7M Sell
518,748
-15,306
-3% -$473K 2.41% 10
2020
Q3 		$15.9M Buy
534,054
+53,998
+11% +$1.62M 2.56% 10
2020
Q2 		$13.8M Sell
480,056
-5,975
-1% -$164K 2.34% 11
2020
Q1 		$12.3M Buy
486,031
+38,695
+9% +$1.11M 2.46% 11
2019
Q4 		$13.4M Sell
447,336
-142,019
-24% -$4.17M 3.7% 7
2019
Q3 		$17.3M Sell
589,355
-7,571
-1% -$221K 5.46% 6
2019
Q2 		$17.5M Buy
596,926
+62,219
+12% +$1.8M 5.74% 6
2019
Q1 		$15.4M Sell
534,707
-23,111
-4% -$652K 5.5% 6
2018
Q4 		$14.9M Buy
557,818
+64,992
+13% +$1.81M 4.86% 7
2018
Q3 		$14.3M Buy
492,826
+30,213
+7% +$874K 6.67% 5
2018
Q2 		$13.3M Buy
462,613
+18,394
+4% +$534K 6.82% 5
2018
Q1 		$12.9M Buy
444,219
+41,546
+10% +$1.23M 7.39% 5
2017
Q4 		$12.1M Buy
402,673
+302,508
+302% +$9.1M 8.25% 5
2017
Q3 		$3.04M Buy
+100,165
New +$2.99M 2.08% 10

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Oxford Financial Group's ANGL Position: Q2 2026 in Review

Oxford Financial Group sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2026, closing a stake of 106 shares — an estimated $3.04K sold.

Oxford Financial Group first reported a position in ANGL in Q3 2017 and held it in 27 quarters. The position peaked at $17.5M in Q2 2019. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

  • Oxford Financial Group reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Oxford Financial Group sold 106 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $3.04K.
  • Oxford Financial Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2017 and held it in 27 quarters.
  • Oxford Financial Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $17.5M in Q2 2019.
  • 333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.