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B&D White Capital Company’s Avantis Core Fixed Income ETF AVIG Stock Holding History

B&D White Capital Company’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
Q1 		$5.84M Buy
140,692
+4,592
+3% +$193K 0.72% 28
2025
Q4 		$5.71M Buy
136,100
+2,857
+2% +$120K 0.66% 34
2025
Q3 		$5.61M Buy
133,243
+4,361
+3% +$182K 0.72% 31
2025
Q2 		$5.36M Buy
128,882
+2,212
+2% +$90.7K 0.82% 36
2025
Q1 		$5.24M Buy
126,670
+18,807
+17% +$769K 0.77% 28
2024
Q4 		$4.38M Buy
107,863
+52,415
+95% +$2.17M 0.74% 17
2024
Q3 		$2.36M Buy
55,448
+981
+2% +$41K 0.41% 27
2024
Q2 		$2.22M Sell
54,467
-253
-0.5% -$10.3K 0.46% 17
2024
Q1 		$2.26M Sell
54,720
-1,665
-3% -$68.6K 0.5% 23
2023
Q4 		$2.36M Buy
56,385
+570
+1% +$22.9K 0.73% 26
2023
Q3 		$2.21M Sell
55,815
-2,985
-5% -$121K 0.83% 17
2023
Q2 		$2.43M Buy
58,800
+1,250
+2% +$52.1K 0.84% 22
2023
Q1 		$2.42M Sell
57,550
-1,101
-2% -$45.9K 0.82% 24
2022
Q4 		$2.4M Buy
58,651
+16,574
+39% +$677K 0.6% 31
2022
Q3 		$1.7M Sell
42,077
-1,110
-3% -$47.4K 0.64% 25
2022
Q2 		$1.85M Buy
43,187
+263
+0.6% +$11.4K 0.79% 24
2022
Q1 		$1.95M Buy
42,924
+3,983
+10% +$187K 0.62% 24
2021
Q4 		$1.9M Buy
38,941
+10,950
+39% +$535K 0.62% 22
2021
Q3 		$1.38M Buy
+27,991
New +$1.39M 0.53% 37

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

B&D White Capital Company's AVIG Position: Q1 2026 in Review

B&D White Capital Company increased its Avantis Core Fixed Income ETF (AVIG) stake by 3.4% in Q1 2026, buying an estimated $193K and bringing the position to 140,692 shares worth $5.84M. The position accounts for 0.72% of the portfolio, ranked #28.

B&D White Capital Company first reported a position in AVIG in Q3 2021 and has held it in 19 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • B&D White Capital Company held 140,692 shares of Avantis Core Fixed Income ETF worth $5.84M as of Q1 2026.
  • B&D White Capital Company bought 4,592 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $193K.
  • Avantis Core Fixed Income ETF made up 0.72% of B&D White Capital Company's portfolio in Q1 2026, its #28 holding.
  • B&D White Capital Company first reported a position in Avantis Core Fixed Income ETF in Q3 2021 and has held it in 19 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.