Betterment LLC
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Betterment LLC’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Betterment LLC’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 		$1.02M Buy
24,698
+3,007
+14% +$125K ﹤0.01% 339
2026
Q1 		$901K Buy
21,691
+3,825
+21% +$160K ﹤0.01% 342
2025
Q4 		$749K Buy
17,866
+139
+0.8% +$5.85K ﹤0.01% 342
2025
Q3 		$746K Sell
17,727
-578
-3% -$24.1K ﹤0.01% 326
2025
Q2 		$762K Buy
18,305
+185
+1% +$7.58K ﹤0.01% 301
2025
Q1 		$750K Buy
18,120
+3,153
+21% +$129K ﹤0.01% 291
2024
Q4 		$607K Buy
14,967
+5,156
+53% +$213K ﹤0.01% 302
2024
Q3 		$417K Sell
9,811
-442
-4% -$18.5K ﹤0.01% 330
2024
Q2 		$418K Buy
10,253
+4,437
+76% +$180K ﹤0.01% 303
2024
Q1 		$240K Buy
5,816
+13
+0.2% +$536 ﹤0.01% 336
2023
Q4 		$243K Buy
+5,803
New +$233K ﹤0.01% 295

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

Betterment LLC's AVIG Position: Q2 2026 in Review

Betterment LLC increased its Avantis Core Fixed Income ETF (AVIG) stake by 14% in Q2 2026, buying an estimated $125K and bringing the position to 24,698 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Betterment LLC first reported a position in AVIG in Q4 2023 and has held it in 11 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Betterment LLC held 24,698 shares of Avantis Core Fixed Income ETF worth $1.02M as of Q2 2026.
  • Betterment LLC bought 3,007 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $125K.
  • Avantis Core Fixed Income ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #339 holding.
  • Betterment LLC first reported a position in Avantis Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.