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

OneDigital Investment 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	$431K	Buy	10,404 +809	+8%	+$33.5K	﹤0.01%	1104
2026 Q1	$399K	Buy	9,595 +1,728	+22%	+$72.5K	﹤0.01%	1040
2025 Q4	$330K	Sell	7,867 -91	-1%	-$3.83K	﹤0.01%	1160
2025 Q3	$335K	Sell	7,958 -1	-0%	-$42	﹤0.01%	1119
2025 Q2	$331K	Sell	7,959 -80	-1%	-$3.28K	﹤0.01%	1100
2025 Q1	$333K	Sell	8,039 -57	-0.7%	-$2.33K	﹤0.01%	1044
2024 Q4	$328K	Sell	8,096 -3,811	-32%	-$157K	﹤0.01%	1089
2024 Q3	$506K	Sell	11,907 -27,427	-70%	-$1.15M	0.01%	934
2024 Q2	$1.6M	Buy	+39,334	New	+$1.6M	0.02%	478

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

OneDigital Investment Advisors's AVIG Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 8.4% in Q2 2026, buying an estimated $33.5K and bringing the position to 10,404 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

OneDigital Investment Advisors first reported a position in AVIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q2 2024. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

OneDigital Investment Advisors held 10,404 shares of Avantis Core Fixed Income ETF worth $431K as of Q2 2026.
OneDigital Investment Advisors bought 809 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $33.5K.
Avantis Core Fixed Income ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1104 holding.
OneDigital Investment Advisors first reported a position in Avantis Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's Avantis Core Fixed Income ETF position peaked at $1.6M in Q2 2024.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.