Visionary Wealth Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Visionary Wealth 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 Q1	$1.12M	Buy	27,004 +14,969	+124%	+$628K	0.05%	257
2025 Q4	$505K	Buy	+12,035	New	+$506K	0.02%	385
2025 Q3	–	Sell	-7,967	Closed	-$332K	–	594
2025 Q2	$332K	Sell	7,967 -38,799	-83%	-$1.59M	0.02%	437
2025 Q1	$1.94M	Sell	46,766 -98,196	-68%	-$4.02M	0.12%	176
2024 Q4	$5.88M	Buy	144,962 +14,080	+11%	+$582K	0.34%	80
2024 Q3	$5.56M	Buy	130,882 +49,884	+62%	+$2.09M	0.34%	85
2024 Q2	$3.3M	Buy	+80,998	New	+$3.29M	0.22%	115

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Visionary Wealth Advisors's AVIG Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 124% in Q1 2026, buying an estimated $628K and bringing the position to 27,004 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #257.

Visionary Wealth Advisors first reported a position in AVIG in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.88M in Q4 2024. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

Visionary Wealth Advisors held 27,004 shares of Avantis Core Fixed Income ETF worth $1.12M as of Q1 2026.
Visionary Wealth Advisors bought 14,969 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $628K.
Avantis Core Fixed Income ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q1 2026, its #257 holding.
Visionary Wealth Advisors first reported a position in Avantis Core Fixed Income ETF in Q2 2024 and has held it in 7 quarters since.
Visionary Wealth Advisors's Avantis Core Fixed Income ETF position peaked at $5.88M in Q4 2024.
178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.