Robertson Stephens Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Robertson Stephens Wealth 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
2025 Q3	–	Sell	-8,558	Closed	-$251K	–	533
2025 Q2	$251K	Hold	8,558	–	–	0.01%	488
2025 Q1	$247K	Buy	+8,558	New	+$247K	0.01%	491
2021 Q1	–	Sell	-10,690	Closed	-$344K	–	284
2020 Q4	$344K	Buy	+10,690	New	+$331K	0.07%	173

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Robertson Stephens Wealth Management's ANGL Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2025, closing a stake of 8,558 shares — an estimated $251K sold.

Robertson Stephens Wealth Management first reported a position in ANGL in Q4 2020 and held it in 3 quarters. The position peaked at $344K in Q4 2020. 322 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

Robertson Stephens Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 8,558 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2025, an estimated $251K.
Robertson Stephens Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 3 quarters.
Robertson Stephens Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $344K in Q4 2020.
322 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.