Jeff Yass’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Jeff Yass’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	$1.18M	Sell	28,499 -37,796	-57%	-$1.57M	﹤0.01%	7778
2026 Q1	$2.75M	Buy	+66,295	New	+$2.78M	﹤0.01%	5446
2025 Q4	–	Sell	-23,576	Closed	-$992K	–	12311
2025 Q3	$992K	Sell	23,576 -49,030	-68%	-$2.04M	﹤0.01%	7387
2025 Q2	$3.02M	Buy	72,606 +12,735	+21%	+$522K	﹤0.01%	4938
2025 Q1	$2.48M	Buy	59,871 +52,436	+705%	+$2.15M	﹤0.01%	5064
2024 Q4	$302K	Buy	+7,435	New	+$307K	﹤0.01%	9817
2024 Q3	–	Sell	-24,313	Closed	-$991K	–	11938
2024 Q2	$991K	Sell	24,313 -18,579	-43%	-$755K	﹤0.01%	6618
2024 Q1	$1.77M	Buy	42,892 +21,153	+97%	+$872K	﹤0.01%	5622
2023 Q4	$909K	Buy	+21,739	New	+$872K	﹤0.01%	7213

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Jeff Yass's AVIG Position: Q2 2026 in Review

Jeff Yass reduced its Avantis Core Fixed Income ETF (AVIG) stake by 57% in Q2 2026, selling an estimated $1.57M and leaving 28,499 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #7778.

Jeff Yass first reported a position in AVIG in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.02M in Q2 2025. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Jeff Yass held 28,499 shares of Avantis Core Fixed Income ETF worth $1.18M as of Q2 2026.
Jeff Yass sold 37,796 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $1.57M.
Avantis Core Fixed Income ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7778 holding.
Jeff Yass first reported a position in Avantis Core Fixed Income ETF in Q4 2023 and has held it in 9 quarters since.
Jeff Yass's Avantis Core Fixed Income ETF position peaked at $3.02M in Q2 2025.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.