Waverly Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Waverly Advisors’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	$1.83M	Buy	62,675 +4,786	+8%	+$139K	0.01%	716
2026 Q1	$1.66M	Sell	57,889 -860	-1%	-$25.2K	0.01%	682
2025 Q4	$1.73M	Sell	58,749 -2,213	-4%	-$65.1K	0.01%	623
2025 Q3	$1.81M	Sell	60,962 -3,021	-5%	-$88.5K	0.02%	524
2025 Q2	$1.87M	Sell	63,983 -4,763	-7%	-$135K	0.02%	506
2025 Q1	$1.98M	Sell	68,746 -16,700	-20%	-$483K	0.02%	480
2024 Q4	$2.45M	Sell	85,446 -109,323	-56%	-$3.17M	0.04%	342
2024 Q3	$5.73M	Buy	194,769 +3,069	+2%	+$88.7K	0.11%	173
2024 Q2	$5.43M	Buy	191,700 +23,307	+14%	+$665K	0.11%	173
2024 Q1	$4.89M	Buy	168,393 +157,129	+1,395%	+$4.53M	0.12%	149
2023 Q4	$324K	Buy	11,264 +214	+2%	+$5.9K	0.01%	347
2023 Q3	$299K	Sell	11,050 -531	-5%	-$14.6K	0.01%	324
2023 Q2	$322K	Buy	11,581 +2,892	+33%	+$79.6K	0.01%	293
2023 Q1	$243K	Hold	8,689	–	–	0.01%	261
2022 Q4	$235K	Buy	+8,689	New	+$233K	0.01%	246

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

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 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 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

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

Waverly Advisors's ANGL Position: Q2 2026 in Review

Waverly Advisors increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 8.3% in Q2 2026, buying an estimated $139K and bringing the position to 62,675 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #716.

Waverly Advisors first reported a position in ANGL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.73M in Q3 2024. 334 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Waverly Advisors held 62,675 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.83M as of Q2 2026.
Waverly Advisors bought 4,786 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $139K.
VanEck Fallen Angel High Yield Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #716 holding.
Waverly Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2022 and has held it in 15 quarters since.
Waverly Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $5.73M in Q3 2024.
334 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.