Larson Financial Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Larson Financial Group’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	$2.12K	Hold	51	–	–	﹤0.01%	3096
2026 Q1	$2.1K	Buy	51 +1	+2%	+$42	﹤0.01%	2946
2025 Q4	$2.11K	Hold	50	–	–	﹤0.01%	2764
2025 Q3	$2.09K	Buy	50 +1	+2%	+$42	﹤0.01%	2694
2025 Q2	$2.04K	Buy	49 +1	+2%	+$41	﹤0.01%	2398
2025 Q1	$2.01K	Hold	48	–	–	﹤0.01%	2165
2024 Q4	$1.95K	Buy	48 +1	+2%	+$41	﹤0.01%	1894
2024 Q3	$2.02K	Hold	47	–	–	﹤0.01%	1855
2024 Q2	$1.91K	Buy	47 +1	+2%	+$41	﹤0.01%	1597
2024 Q1	$1.91K	Hold	46	–	–	﹤0.01%	1364
2023 Q4	$1.92K	Hold	46	–	–	﹤0.01%	1377
2023 Q3	$1.82K	Hold	46	–	–	﹤0.01%	1376
2023 Q2	$1.9K	Hold	46	–	–	﹤0.01%	1275
2023 Q1	$1.94K	Hold	46	–	–	﹤0.01%	1244
2022 Q4	$1.89K	Hold	46	–	–	﹤0.01%	1204
2022 Q3	$2K	Hold	46	–	–	﹤0.01%	1095
2022 Q2	$2K	Hold	46	–	–	﹤0.01%	1006
2022 Q1	$2K	Hold	46	–	–	﹤0.01%	897
2021 Q4	$2K	Hold	46	–	–	﹤0.01%	931
2021 Q3	$2K	Hold	46	–	–	﹤0.01%	768
2021 Q2	$2K	Hold	46	–	–	﹤0.01%	715
2021 Q1	$2K	Buy	+46	New	+$2.27K	﹤0.01%	695

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

Larson Financial Group's AVIG Position: Q2 2026 in Review

Larson Financial Group held its Avantis Core Fixed Income ETF (AVIG) position steady in Q2 2026 at 51 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3096.

Larson Financial Group first reported a position in AVIG in Q1 2021 and has held it in 22 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Larson Financial Group held 51 shares of Avantis Core Fixed Income ETF worth $2.12K as of Q2 2026.
Larson Financial Group left its Avantis Core Fixed Income ETF share count unchanged in Q2 2026.
Avantis Core Fixed Income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3096 holding.
Larson Financial Group first reported a position in Avantis Core Fixed Income ETF in Q1 2021 and has held it in 22 quarters since.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

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