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Regatta Capital Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Regatta Capital Group’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 		$35.8M Buy
865,475
+65,860
+8% +$2.73M 4.82% 5
2026
Q1 		$33.2M Buy
799,615
+28,514
+4% +$1.2M 5.03% 4
2025
Q4 		$32.3M Buy
771,101
+241,244
+46% +$10.1M 4.88% 5
2025
Q3 		$22.3M Buy
529,857
+26,646
+5% +$1.11M 3.52% 5
2025
Q2 		$20.9M Buy
503,211
+9,794
+2% +$401K 3.6% 5
2025
Q1 		$20.4M Buy
493,417
+32,674
+7% +$1.34M 3.96% 5
2024
Q4 		$18.7M Buy
460,743
+42,452
+10% +$1.75M 3.62% 5
2024
Q3 		$17.8M Buy
418,291
+50,506
+14% +$2.11M 3.45% 6
2024
Q2 		$15M Buy
367,785
+22,445
+6% +$912K 3.23% 6
2024
Q1 		$14.2M Buy
345,340
+39,242
+13% +$1.62M 3.21% 6
2023
Q4 		$12.8M Buy
+306,098
New +$12.3M 3.37% 5

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
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

Regatta Capital Group's AVIG Position: Q2 2026 in Review

Regatta Capital Group increased its Avantis Core Fixed Income ETF (AVIG) stake by 8.2% in Q2 2026, buying an estimated $2.73M and bringing the position to 865,475 shares worth $35.8M. The position accounts for 4.82% of the portfolio, ranked #5.

Regatta Capital Group first reported a position in AVIG in Q4 2023 and has held it in 11 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Regatta Capital Group held 865,475 shares of Avantis Core Fixed Income ETF worth $35.8M as of Q2 2026.
  • Regatta Capital Group bought 65,860 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $2.73M.
  • Avantis Core Fixed Income ETF made up 4.82% of Regatta Capital Group's portfolio in Q2 2026, its #5 holding.
  • Regatta Capital Group first reported a position in Avantis Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.