VFP
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Verus Financial Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Verus Financial Partners’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 		$64.4M Buy
1,555,647
+24,116
+2% +$1,000K 5.51% 4
2026
Q1 		$63.8M Buy
1,531,531
+57,241
+4% +$2.4M 5.73% 4
2025
Q4 		$62M Buy
1,474,290
+73,335
+5% +$3.09M 5.7% 5
2025
Q3 		$59M Buy
1,400,955
+46,608
+3% +$1.94M 5.67% 5
2025
Q2 		$55.9M Buy
1,354,347
+42,302
+3% +$1.73M 5.7% 5
2025
Q1 		$53.5M Buy
1,312,045
+37,486
+3% +$1.53M 6.11% 5
2024
Q4 		$51.2M Buy
1,274,559
+23,785
+2% +$983K 5.75% 6
2024
Q3 		$53.1M Buy
1,250,774
+46,025
+4% +$1.93M 5.82% 6
2024
Q2 		$49.1M Buy
1,204,749
+77,892
+7% +$3.16M 5.71% 6
2024
Q1 		$46.5M Buy
1,126,857
+53,755
+5% +$2.22M 5.44% 6
2023
Q4 		$44.3M Buy
1,073,102
+60,796
+6% +$2.44M 5.48% 6
2023
Q3 		$40M Buy
1,012,306
+230,318
+29% +$9.35M 5.21% 8
2023
Q2 		$32.2M Buy
781,988
+255,054
+48% +$10.6M 4.06% 10
2023
Q1 		$22.2M Buy
526,934
+200,476
+61% +$8.36M 3.03% 11
2022
Q4 		$13.8M Buy
326,458
+308,244
+1,692% +$12.6M 1.91% 13
2022
Q3 		$730K Buy
+18,214
New +$778K 0.11% 40

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
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
EWM
Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return

Verus Financial Partners's AVIG Position: Q2 2026 in Review

Verus Financial Partners increased its Avantis Core Fixed Income ETF (AVIG) stake by 1.6% in Q2 2026, buying an estimated $1,000K and bringing the position to 1,555,647 shares worth $64.4M. The position accounts for 5.51% of the portfolio, ranked #4.

Verus Financial Partners first reported a position in AVIG in Q3 2022 and has held it in 16 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Verus Financial Partners held 1,555,647 shares of Avantis Core Fixed Income ETF worth $64.4M as of Q2 2026.
  • Verus Financial Partners bought 24,116 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $1,000K.
  • Avantis Core Fixed Income ETF made up 5.51% of Verus Financial Partners's portfolio in Q2 2026, its #4 holding.
  • Verus Financial Partners first reported a position in Avantis Core Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.