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Dogwood Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Dogwood Wealth Management’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 		$5.47M Buy
132,047
+7,347
+6% +$305K 2.16% 15
2026
Q1 		$5.18M Sell
124,700
-836
-0.7% -$35.1K 2.25% 15
2025
Q4 		$5.26M Sell
125,536
-2,127
-2% -$89.5K 2.32% 15
2025
Q3 		$5.37M Buy
127,663
+512
+0.4% +$21.3K 2.44% 15
2025
Q2 		$5.23M Sell
127,151
-7,821
-6% -$321K 2.55% 14
2025
Q1 		$5.59M Sell
134,972
-7,754
-5% -$317K 2.94% 11
2024
Q4 		$5.79M Sell
142,726
-18,484
-11% -$764K 3.06% 11
2024
Q3 		$6.85M Sell
161,210
-437
-0.3% -$18.3K 3.94% 6
2024
Q2 		$6.59M Buy
161,647
+13,344
+9% +$542K 4.06% 6
2024
Q1 		$6.12M Buy
148,303
+2,669
+2% +$110K 4.14% 6
2023
Q4 		$6.09M Buy
+145,634
New +$5.84M 4.76% 3

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

Dogwood Wealth Management's AVIG Position: Q2 2026 in Review

Dogwood Wealth Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 5.9% in Q2 2026, buying an estimated $305K and bringing the position to 132,047 shares worth $5.47M. The position accounts for 2.16% of the portfolio, ranked #15.

Dogwood Wealth Management first reported a position in AVIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.85M in Q3 2024. 179 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Dogwood Wealth Management held 132,047 shares of Avantis Core Fixed Income ETF worth $5.47M as of Q2 2026.
  • Dogwood Wealth Management bought 7,347 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $305K.
  • Avantis Core Fixed Income ETF made up 2.16% of Dogwood Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Dogwood Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Avantis Core Fixed Income ETF position peaked at $6.85M in Q3 2024.
  • 179 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.