Herold Advisors’s Avantis Credit ETF AVGB Stock Holding History

Herold Advisors’s Portfolio AVGB Stock Details AVGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Buy	30,981 +9,664	+45%	+$493K	0.31%	86
2026 Q1	$1.08M	Buy	21,317 +8,167	+62%	+$416K	0.24%	101
2025 Q4	$668K	Buy	+13,150	New	+$677K	0.15%	145

Other funds holding AVGB

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Herold Advisors's AVGB Position: Q2 2026 in Review

Herold Advisors increased its Avantis Credit ETF (AVGB) stake by 45% in Q2 2026, buying an estimated $493K and bringing the position to 30,981 shares worth $1.59M. The position accounts for 0.31% of the portfolio, ranked #86.

Herold Advisors first reported a position in AVGB in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold AVGB as of Q2 2026.

Herold Advisors held 30,981 shares of Avantis Credit ETF worth $1.59M as of Q2 2026.
Herold Advisors bought 9,664 Avantis Credit ETF shares in Q2 2026, an estimated $493K.
Avantis Credit ETF made up 0.31% of Herold Advisors's portfolio in Q2 2026, its #86 holding.
Herold Advisors first reported a position in Avantis Credit ETF in Q4 2025 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Avantis Credit ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.