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

Mutual 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 		$333K Hold
8,044
– – 0.01% 1134
2026
Q1 		$334K Buy
8,044
+594
+8% +$24.9K 0.01% 1072
2025
Q4 		$312K Hold
7,450
– – 0.01% 1063
2025
Q3 		$316K Buy
7,450
+481
+7% +$20K 0.01% 1033
2025
Q2 		$288K Sell
6,969
-385
-5% -$15.8K 0.01% 982
2025
Q1 		$303K Buy
7,354
+130
+2% +$5.32K 0.01% 904
2024
Q4 		$293K Hold
7,224
– – 0.01% 889
2024
Q3 		$299K Sell
7,224
-59,259
-89% -$2.48M 0.01% 899
2024
Q2 		$2.75M Buy
66,483
+58,083
+691% +$2.36M 0.08% 214
2024
Q1 		$347K Hold
8,400
– – 0.01% 822
2023
Q4 		$351K Hold
8,400
– – 0.01% 765
2023
Q3 		$333K Sell
8,400
-567
-6% -$23K 0.01% 748
2023
Q2 		$371K Buy
8,967
+176
+2% +$7.34K 0.01% 733
2023
Q1 		$370K Buy
8,791
+846
+11% +$35.3K 0.02% 714
2022
Q4 		$326K Buy
7,945
+233
+3% +$9.51K 0.01% 718
2022
Q3 		$312K Buy
7,712
+1,012
+15% +$43.2K 0.02% 703
2022
Q2 		$287K Buy
6,700
+1,041
+18% +$45.2K 0.02% 685
2022
Q1 		$257K Buy
+5,659
New +$265K 0.01% 756

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

Mutual Advisors's AVIG Position: Q2 2026 in Review

Mutual Advisors held its Avantis Core Fixed Income ETF (AVIG) position steady in Q2 2026 at 8,044 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #1134.

Mutual Advisors first reported a position in AVIG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.75M in Q2 2024. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Mutual Advisors held 8,044 shares of Avantis Core Fixed Income ETF worth $333K as of Q2 2026.
  • Mutual Advisors left its Avantis Core Fixed Income ETF share count unchanged in Q2 2026.
  • Avantis Core Fixed Income ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1134 holding.
  • Mutual Advisors first reported a position in Avantis Core Fixed Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Mutual Advisors's Avantis Core Fixed Income ETF position peaked at $2.75M in Q2 2024.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.