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3 Factor Indexing’s Avantis Core Fixed Income ETF AVIG Stock Holding History

3 Factor Indexing’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$765K Hold
18,476
– – 0.65% 26
2026
Q1 		$767K Buy
+18,476
New +$775K 0.72% 24

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

3 Factor Indexing's AVIG Position: Q2 2026 in Review

3 Factor Indexing held its Avantis Core Fixed Income ETF (AVIG) position steady in Q2 2026 at 18,476 shares worth $765K. The position accounts for 0.65% of the portfolio, ranked #26.

3 Factor Indexing first reported a position in AVIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $767K in Q1 2026. 173 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • 3 Factor Indexing held 18,476 shares of Avantis Core Fixed Income ETF worth $765K as of Q2 2026.
  • 3 Factor Indexing left its Avantis Core Fixed Income ETF share count unchanged in Q2 2026.
  • Avantis Core Fixed Income ETF made up 0.65% of 3 Factor Indexing's portfolio in Q2 2026, its #26 holding.
  • 3 Factor Indexing first reported a position in Avantis Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's Avantis Core Fixed Income ETF position peaked at $767K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.