Truepoint Inc’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Truepoint Inc’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	$1.19M	Sell	28,695 -13,222	-32%	-$548K	0.02%	69
2026 Q1	$1.74M	Sell	41,917 -9,010	-18%	-$378K	0.04%	60
2025 Q4	$2.13M	Buy	50,927 +60	+0.1%	+$2.52K	0.05%	58
2025 Q3	$2.14M	Sell	50,867 -673	-1%	-$28K	0.05%	56
2025 Q2	$2.15M	Buy	51,540 +2,740	+6%	+$112K	0.05%	50
2025 Q1	$2.02M	Buy	48,800 +24,838	+104%	+$1.02M	0.05%	51
2024 Q4	$972K	Buy	+23,962	New	+$990K	0.03%	67

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

Truepoint Inc's AVIG Position: Q2 2026 in Review

Truepoint Inc reduced its Avantis Core Fixed Income ETF (AVIG) stake by 32% in Q2 2026, selling an estimated $548K and leaving 28,695 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #69.

Truepoint Inc first reported a position in AVIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q2 2025. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Truepoint Inc held 28,695 shares of Avantis Core Fixed Income ETF worth $1.19M as of Q2 2026.
Truepoint Inc sold 13,222 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $548K.
Avantis Core Fixed Income ETF made up 0.02% of Truepoint Inc's portfolio in Q2 2026, its #69 holding.
Truepoint Inc first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Truepoint Inc's Avantis Core Fixed Income ETF position peaked at $2.15M in Q2 2025.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.