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SC&H Financial Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

SC&H Financial 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 		$3.64M Buy
87,837
+472
+0.5% +$19.6K 0.48% 29
2026
Q1 		$3.63M Buy
87,365
+13,132
+18% +$551K 0.55% 26
2025
Q4 		$3.11M Buy
74,233
+5,391
+8% +$227K 0.48% 29
2025
Q3 		$2.9M Buy
68,842
+2,961
+4% +$123K 0.47% 29
2025
Q2 		$2.74M Buy
65,881
+2,646
+4% +$108K 0.47% 30
2025
Q1 		$2.62M Sell
63,235
-1,073
-2% -$43.9K 0.51% 29
2024
Q4 		$2.61M Buy
64,308
+1,927
+3% +$79.6K 0.54% 30
2024
Q3 		$2.65M Buy
62,381
+33
+0.1% +$1.38K 0.58% 28
2024
Q2 		$2.54M Buy
62,348
+7,632
+14% +$310K 0.62% 26
2024
Q1 		$2.26M Buy
54,716
+468
+0.9% +$19.3K 0.59% 28
2023
Q4 		$2.27M Sell
54,248
-9,540
-15% -$382K 0.65% 28
2023
Q3 		$2.53M Buy
63,788
+1,294
+2% +$52.5K 0.84% 22
2023
Q2 		$2.58M Sell
62,494
-138
-0.2% -$5.75K 0.85% 22
2023
Q1 		$2.64M Buy
62,632
+12,743
+26% +$531K 0.96% 18
2022
Q4 		$2.04M Buy
49,889
+13,114
+36% +$535K 0.85% 22
2022
Q3 		$1.49M Buy
36,775
+3,900
+12% +$167K 0.74% 29
2022
Q2 		$1.41M Buy
32,875
+11,356
+53% +$493K 0.66% 31
2022
Q1 		$976K Buy
21,519
+12,946
+151% +$606K 0.46% 48
2021
Q4 		$418K Buy
+8,573
New +$419K 0.23% 102

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

SC&H Financial Advisors's AVIG Position: Q2 2026 in Review

SC&H Financial Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 0.54% in Q2 2026, buying an estimated $19.6K and bringing the position to 87,837 shares worth $3.64M. The position accounts for 0.48% of the portfolio, ranked #29.

SC&H Financial Advisors first reported a position in AVIG in Q4 2021 and has held it in 19 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • SC&H Financial Advisors held 87,837 shares of Avantis Core Fixed Income ETF worth $3.64M as of Q2 2026.
  • SC&H Financial Advisors bought 472 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $19.6K.
  • Avantis Core Fixed Income ETF made up 0.48% of SC&H Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • SC&H Financial Advisors first reported a position in Avantis Core Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.