Angeles Investment Advisors, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Angeles Investment Advisors, LLC opened 47 positions, added to 93, reduced 101 and sold out of 61.
- Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 1,406,636.
- Q2 2026: Stock VXUS; Country of operation —; Class VG TL INTL STK F; Shares before 2,943,879.
- Q2 2026: Stock VMBS; Country of operation —; Class MTG-BKD SECS ETF; Shares before 1,385,500.
- Q2 2026: Stock VCLT; Country of operation —; Class LG-TERM COR BD; Shares before 712,400.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1535695), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31.
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