Synergy Asset Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Synergy Asset 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 Q4	–	Sell	-262,432	Closed	-$7.68M	–	230
2025 Q3	$7.68M	Buy	262,432 +131,216	+100%	+$3.84M	0.28%	59
2025 Q2	$3.84M	Buy	+131,216	New	+$3.73M	0.44%	41
2025 Q1	–	Sell	-3,665	Closed	-$108K	–	179
2024 Q4	$108K	Buy	+3,665	New	+$106K	0.01%	230
2024 Q2	–	Sell	-7,437	Closed	-$216K	–	141
2024 Q1	$216K	Sell	7,437 -342,480	-98%	-$9.88M	0.04%	118
2023 Q4	$10.1M	Buy	+349,917	New	+$9.65M	1.8%	20
2021 Q4	–	Sell	-105,390	Closed	-$3.48M	–	110
2021 Q3	$3.48M	Buy	+105,390	New	+$3.49M	0.81%	35
2021 Q1	–	Sell	-369,509	Closed	-$11.9M	–	90
2020 Q4	$11.9M	Buy	+369,509	New	+$11.4M	3.73%	6

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Synergy Asset Management's ANGL Position: Q4 2025 in Review

Synergy Asset Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2025, closing a stake of 262,432 shares — an estimated $7.68M sold.

Synergy Asset Management first reported a position in ANGL in Q4 2020 and held it in 7 quarters. The position peaked at $11.9M in Q4 2020. 345 funds tracked by Wall St. Rank hold ANGL as of Q4 2025.

Synergy Asset Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Synergy Asset Management sold 262,432 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2025, an estimated $7.68M.
Synergy Asset Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 7 quarters.
Synergy Asset Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $11.9M in Q4 2020.
345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.