VWWMG
AGGA

Vermillion & White Wealth Management Group’s EA Astoria Beacon Dynamic Core US Fixed Income ETF AGGA Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio AGGA Stock Details AGGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.56M Buy
260,026
+4,926
+2% +$124K 3.32% 8
2026
Q1 		$6.41M Buy
255,100
+15,371
+6% +$389K 3.69% 8
2025
Q4 		$6.06M Buy
239,729
+10,049
+4% +$255K 3.3% 9
2025
Q3 		$5.83M Buy
229,680
+86,380
+60% +$2.18M 3.32% 9
2025
Q2 		$3.62M Buy
+143,300
New +$3.58M 2.35% 8

Other funds holding AGGA

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Vermillion & White Wealth Management Group's AGGA Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) stake by 1.9% in Q2 2026, buying an estimated $124K and bringing the position to 260,026 shares worth $6.56M. The position accounts for 3.32% of the portfolio, ranked #8.

Vermillion & White Wealth Management Group first reported a position in AGGA in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold AGGA as of Q2 2026.

  • Vermillion & White Wealth Management Group held 260,026 shares of EA Astoria Beacon Dynamic Core US Fixed Income ETF worth $6.56M as of Q2 2026.
  • Vermillion & White Wealth Management Group bought 4,926 EA Astoria Beacon Dynamic Core US Fixed Income ETF shares in Q2 2026, an estimated $124K.
  • EA Astoria Beacon Dynamic Core US Fixed Income ETF made up 3.32% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #8 holding.
  • Vermillion & White Wealth Management Group first reported a position in EA Astoria Beacon Dynamic Core US Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held EA Astoria Beacon Dynamic Core US Fixed Income ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.