Morgan Stanley
AVIG icon

Morgan Stanley’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Morgan Stanley’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 		$116M Buy
2,802,723
+505,918
+22% +$21M 0.01% 1440
2026
Q1 		$95.4M Sell
2,296,805
-69,946
-3% -$2.93M 0.01% 1479
2025
Q4 		$99.2M Buy
2,366,751
+1,031,312
+77% +$43.4M 0.01% 1455
2025
Q3 		$56.2M Buy
1,335,439
+1,331,799
+36,588% +$55.5M ﹤0.01% 1914
2025
Q2 		$151K Buy
3,640
+1,934
+113% +$79.3K ﹤0.01% 5960
2025
Q1 		$70.6K Buy
1,706
+450
+36% +$18.4K ﹤0.01% 6159
2024
Q4 		$51K Buy
+1,256
New +$51.9K ﹤0.01% 6281

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
EWM
Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return

Morgan Stanley's AVIG Position: Q2 2026 in Review

Morgan Stanley increased its Avantis Core Fixed Income ETF (AVIG) stake by 22% in Q2 2026, buying an estimated $21M and bringing the position to 2,802,723 shares worth $116M. The position accounts for 0.01% of the portfolio, ranked #1440.

Morgan Stanley first reported a position in AVIG in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Morgan Stanley held 2,802,723 shares of Avantis Core Fixed Income ETF worth $116M as of Q2 2026.
  • Morgan Stanley bought 505,918 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $21M.
  • Avantis Core Fixed Income ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1440 holding.
  • Morgan Stanley first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.