P
AVIG icon

&Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

&Partners’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 		– Sell
-221,126
Closed -$9.19M – 2515
2026
Q1 		$9.19M Hold
221,126
– – 0.05% 349
2025
Q4 		$9.27M Buy
221,126
+123,150
+126% +$5.18M 0.05% 331
2025
Q3 		$4.12M Hold
97,976
– – 0.03% 485
2025
Q2 		$4.08M Buy
+97,976
New +$4.02M 0.03% 421

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

&Partners's AVIG Position: Q2 2026 in Review

&Partners sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2026, closing a stake of 221,126 shares — an estimated $9.19M sold.

&Partners first reported a position in AVIG in Q2 2025 and held it in 4 quarters. The position peaked at $9.27M in Q4 2025. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • &Partners reported no remaining Avantis Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • &Partners sold 221,126 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $9.19M.
  • &Partners first reported a position in Avantis Core Fixed Income ETF in Q2 2025 and held it in 4 quarters.
  • &Partners's Avantis Core Fixed Income ETF position peaked at $9.27M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.