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Allodium Investment Consultants’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Allodium Investment Consultants’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 		$15.9M Buy
383,166
+30,129
+9% +$1.25M 6.74% 4
2026
Q1 		$14.7M Buy
353,037
+74,664
+27% +$3.13M 7.02% 4
2025
Q4 		$11.7M Buy
278,373
+57,991
+26% +$2.44M 5.91% 5
2025
Q3 		$9.27M Buy
220,382
+15,455
+8% +$644K 5.24% 5
2025
Q2 		$8.53M Buy
204,927
+31,236
+18% +$1.28M 5.4% 5
2025
Q1 		$7.19M Buy
173,691
+131,725
+314% +$5.39M 5.31% 5
2024
Q4 		$1.7M Buy
+41,966
New +$1.73M 1.42% 20

Other funds holding AVIG

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ARA
Approach Retirement Advisors Vestavia, Alabama $138M AUM
MW
Marrick Wealth Irvine, California $141M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Allodium Investment Consultants's AVIG Position: Q2 2026 in Review

Allodium Investment Consultants increased its Avantis Core Fixed Income ETF (AVIG) stake by 8.5% in Q2 2026, buying an estimated $1.25M and bringing the position to 383,166 shares worth $15.9M. The position accounts for 6.74% of the portfolio, ranked #4.

Allodium Investment Consultants first reported a position in AVIG in Q4 2024 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Allodium Investment Consultants held 383,166 shares of Avantis Core Fixed Income ETF worth $15.9M as of Q2 2026.
  • Allodium Investment Consultants bought 30,129 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $1.25M.
  • Avantis Core Fixed Income ETF made up 6.74% of Allodium Investment Consultants's portfolio in Q2 2026, its #4 holding.
  • Allodium Investment Consultants first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 29 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.