IFA
AVIG icon

Index Fund Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Index Fund Advisors’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 		$2.83M Buy
68,259
+3,838
+6% +$159K 0.11% 42
2026
Q1 		$2.68M Buy
64,421
+2,819
+5% +$118K 0.12% 42
2025
Q4 		$2.58M Buy
61,602
+1,554
+3% +$65.4K 0.12% 38
2025
Q3 		$2.53M Buy
60,048
+1,796
+3% +$74.8K 0.12% 38
2025
Q2 		$2.42M Buy
58,252
+162
+0.3% +$6.64K 0.14% 30
2025
Q1 		$2.4M Buy
58,090
+454
+0.8% +$18.6K 0.15% 22
2024
Q4 		$2.34M Buy
57,636
+3,778
+7% +$156K 0.13% 26
2024
Q3 		$2.29M Buy
53,858
+11,804
+28% +$494K 0.12% 26
2024
Q2 		$1.71M Sell
42,054
-1,921
-4% -$78K 0.1% 29
2024
Q1 		$1.81M Buy
43,975
+5,021
+13% +$207K 0.1% 28
2023
Q4 		$1.63M Buy
38,954
+17,183
+79% +$689K 0.1% 27
2023
Q3 		$863K Buy
21,771
+2,382
+12% +$96.7K 0.06% 35
2023
Q2 		$802K Buy
19,389
+1,542
+9% +$64.3K 0.05% 39
2023
Q1 		$752K Buy
17,847
+3,394
+23% +$142K 0.05% 41
2022
Q4 		$592K Sell
14,453
-1,613
-10% -$65.8K 0.04% 42
2022
Q3 		$650K Buy
+16,066
New +$686K 0.05% 40

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

Index Fund Advisors's AVIG Position: Q2 2026 in Review

Index Fund Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 6% in Q2 2026, buying an estimated $159K and bringing the position to 68,259 shares worth $2.83M. The position accounts for 0.11% of the portfolio, ranked #42.

Index Fund Advisors first reported a position in AVIG in Q3 2022 and has held it in 16 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Index Fund Advisors held 68,259 shares of Avantis Core Fixed Income ETF worth $2.83M as of Q2 2026.
  • Index Fund Advisors bought 3,838 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $159K.
  • Avantis Core Fixed Income ETF made up 0.11% of Index Fund Advisors's portfolio in Q2 2026, its #42 holding.
  • Index Fund Advisors first reported a position in Avantis Core Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.