Plancorp LLC’s Avantis Credit ETF AVGB Stock Holding History

Plancorp LLC’s Portfolio AVGB Stock Details AVGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$494K	Buy	9,709 +2,370	+32%	+$121K	0.01%	259
2026 Q1	$374K	Buy	7,339 +2,184	+42%	+$111K	0.01%	262
2025 Q4	$262K	Buy	5,155 +500	+11%	+$25.7K	0.01%	307
2025 Q3	$239K	Buy	+4,655	New	+$238K	0.01%	329

Other funds holding AVGB

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Plancorp LLC's AVGB Position: Q2 2026 in Review

Plancorp LLC increased its Avantis Credit ETF (AVGB) stake by 32% in Q2 2026, buying an estimated $121K and bringing the position to 9,709 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #259.

Plancorp LLC first reported a position in AVGB in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold AVGB as of Q2 2026.

Plancorp LLC held 9,709 shares of Avantis Credit ETF worth $494K as of Q2 2026.
Plancorp LLC bought 2,370 Avantis Credit ETF shares in Q2 2026, an estimated $121K.
Avantis Credit ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #259 holding.
Plancorp LLC first reported a position in Avantis Credit ETF in Q3 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held Avantis Credit ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.