WOSD
ANGL icon

WFA of San Diego’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

WFA of San Diego’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
2023
Q3 		$20.1K Buy
+743
New +$20.5K 0.02% 237
2021
Q4 		– Sell
-28,834
Closed -$953K – 170
2021
Q3 		$953K Buy
+28,834
New +$954K 0.67% 38

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WFA of San Diego's ANGL Position: Q3 2023 in Review

WFA of San Diego opened a new position in VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2023: 743 shares worth $20.1K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings. This is a return to the name: WFA of San Diego previously reported a position in ANGL as recently as Q3 2021.

WFA of San Diego first reported a position in ANGL in Q3 2021 and has held it in 2 quarters since. The position peaked at $953K in Q3 2021. 306 funds tracked by Wall St. Rank hold ANGL as of Q3 2023.

  • WFA of San Diego held 743 shares of VanEck Fallen Angel High Yield Bond ETF worth $20.1K as of Q3 2023.
  • VanEck Fallen Angel High Yield Bond ETF was a new WFA of San Diego position in Q3 2023.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.02% of WFA of San Diego's portfolio in Q3 2023, its #237 holding.
  • WFA of San Diego first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • WFA of San Diego's VanEck Fallen Angel High Yield Bond ETF position peaked at $953K in Q3 2021.
  • 306 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2023.

Based on WFA of San Diego's 13F filing for Q3 2023, filed 2 Nov 2023.