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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
Q2 		$53.2K Sell
1,284
-886
-41% -$36.7K ﹤0.01% 594
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 $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

CVA Family Office's AVIG Position: Q2 2026 in Review

CVA Family Office reduced its Avantis Core Fixed Income ETF (AVIG) stake by 41% in Q2 2026, selling an estimated $36.7K and leaving 1,284 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

CVA Family Office first reported a position in AVIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $429K in Q4 2021. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • CVA Family Office held 1,284 shares of Avantis Core Fixed Income ETF worth $53.2K as of Q2 2026.
  • CVA Family Office sold 886 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $36.7K.
  • Avantis Core Fixed Income ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #594 holding.
  • CVA Family Office first reported a position in Avantis Core Fixed Income ETF in Q4 2021 and has held it in 18 quarters since.
  • CVA Family Office's Avantis Core Fixed Income ETF position peaked at $429K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.