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Meredith Wealth Planning’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Meredith Wealth Planning’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
Q1 		– Sell
-5,802
Closed -$243K – 71
2025
Q4 		$243K Buy
5,802
+84
+1% +$3.53K 0.07% 59
2025
Q3 		$241K Buy
5,718
+61
+1% +$2.54K 0.08% 60
2025
Q2 		$235K Buy
5,657
+64
+1% +$2.62K 0.09% 55
2025
Q1 		$232K Buy
5,593
+14
+0.3% +$573 0.1% 48
2024
Q4 		$226K Buy
5,579
+85
+2% +$3.51K 0.1% 50
2024
Q3 		$234K Buy
5,494
+35
+0.6% +$1.46K 0.11% 42
2024
Q2 		$223K Sell
5,459
-737
-12% -$29.9K 0.12% 43
2024
Q1 		$256K Sell
6,196
-35
-0.6% -$1.44K 0.14% 37
2023
Q4 		$261K Buy
6,231
+854
+16% +$34.2K 0.16% 39
2023
Q3 		$213K Buy
5,377
+153
+3% +$6.21K 0.16% 40
2023
Q2 		$216K Buy
5,224
+50
+1% +$2.08K 0.18% 36
2023
Q1 		$218K Buy
+5,174
New +$216K 0.18% 57

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Meredith Wealth Planning's AVIG Position: Q1 2026 in Review

Meredith Wealth Planning sold out of Avantis Core Fixed Income ETF (AVIG) in Q1 2026, closing a stake of 5,802 shares — an estimated $243K sold.

Meredith Wealth Planning first reported a position in AVIG in Q1 2023 and held it in 12 quarters. The position peaked at $261K in Q4 2023. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Meredith Wealth Planning reported no remaining Avantis Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Meredith Wealth Planning sold 5,802 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $243K.
  • Meredith Wealth Planning first reported a position in Avantis Core Fixed Income ETF in Q1 2023 and held it in 12 quarters.
  • Meredith Wealth Planning's Avantis Core Fixed Income ETF position peaked at $261K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Meredith Wealth Planning's 13F filing for Q1 2026, filed 27 Apr 2026.