CVA Family Office’s Avantis Core Fixed Income ETF AVIG Stock Holding History

CVA Family Office’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	$90.1K	Hold	2,170	–	–	0.01%	478
2025 Q4	$91K	Hold	2,170	–	–	0.01%	433
2025 Q3	$91.3K	Hold	2,170	–	–	0.01%	435
2025 Q2	$90.3K	Hold	2,170	–	–	0.01%	418
2025 Q1	$89.8K	Hold	2,170	–	–	0.01%	411
2024 Q4	$88K	Hold	2,170	–	–	0.01%	412
2024 Q3	$92.2K	Hold	2,170	–	–	0.02%	388
2024 Q2	$88.5K	Sell	2,170 -300	-12%	-$12.2K	0.02%	375
2024 Q1	$102K	Hold	2,470	–	–	0.02%	351
2023 Q4	$103K	Buy	+2,470	New	+$99K	0.02%	330
2023 Q3	–	Sell	-2,470	Closed	-$102K	–	286
2023 Q2	$102K	Hold	2,470	–	–	0.02%	309
2023 Q1	$104K	Hold	2,470	–	–	0.02%	304
2022 Q4	$101K	Sell	2,470 -770	-24%	-$31.4K	0.02%	290
2022 Q3	$131K	Hold	3,240	–	–	0.04%	211
2022 Q2	$139K	Hold	3,240	–	–	0.04%	200
2022 Q1	$147K	Sell	3,240 -5,555	-63%	-$260K	0.04%	208
2021 Q4	$429K	Buy	+8,795	New	+$430K	0.11%	108

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CVA Family Office's AVIG Position: Q1 2026 in Review

CVA Family Office held its Avantis Core Fixed Income ETF (AVIG) position steady in Q1 2026 at 2,170 shares worth $90.1K. The position accounts for 0.01% of the portfolio, ranked #478.

CVA Family Office first reported a position in AVIG in Q4 2021 and has held it in 17 quarters since. The position peaked at $429K in Q4 2021. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

CVA Family Office held 2,170 shares of Avantis Core Fixed Income ETF worth $90.1K as of Q1 2026.
CVA Family Office left its Avantis Core Fixed Income ETF share count unchanged in Q1 2026.
Avantis Core Fixed Income ETF made up 0.01% of CVA Family Office's portfolio in Q1 2026, its #478 holding.
CVA Family Office first reported a position in Avantis Core Fixed Income ETF in Q4 2021 and has held it in 17 quarters since.
CVA Family Office's Avantis Core Fixed Income ETF position peaked at $429K in Q4 2021.
178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.