Advisory Services Network’s Avantis All Equity Markets ETF AVGE Stock Holding History

Advisory Services Network’s Portfolio AVGE Stock Details AVGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$929K	Hold	9,377	–	–	0.01%	1055
2026 Q1	$825K	Hold	9,377	–	–	0.01%	1025
2025 Q4	$806K	Sell	9,377 -400	-4%	-$33.8K	0.01%	984
2025 Q3	$816K	Hold	9,777	–	–	0.01%	968
2025 Q2	$768K	Sell	9,777 -1,105	-10%	-$80.3K	0.01%	943
2025 Q1	$775K	Sell	10,882 -13,475	-55%	-$990K	0.01%	871
2024 Q4	$1.76M	Sell	24,357 -7,480	-23%	-$557K	0.03%	531
2024 Q3	$2.21M	Hold	31,837	–	–	0.05%	436
2024 Q2	$2.21M	Buy	31,837 +345	+1%	+$23.8K	0.05%	436
2024 Q1	$2.2M	Buy	31,492 +3,320	+12%	+$219K	0.05%	430
2023 Q4	$1.82M	Buy	28,172 +465	+2%	+$28K	0.04%	451
2023 Q3	$1.63M	Buy	27,707 +10,575	+62%	+$642K	0.04%	474
2023 Q2	$1.03M	Buy	+17,132	New	+$995K	0.03%	621

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisory Services Network's AVGE Position: Q2 2026 in Review

Advisory Services Network held its Avantis All Equity Markets ETF (AVGE) position steady in Q2 2026 at 9,377 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #1055.

Advisory Services Network first reported a position in AVGE in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.21M in Q3 2024. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Advisory Services Network held 9,377 shares of Avantis All Equity Markets ETF worth $929K as of Q2 2026.
Advisory Services Network left its Avantis All Equity Markets ETF share count unchanged in Q2 2026.
Avantis All Equity Markets ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1055 holding.
Advisory Services Network first reported a position in Avantis All Equity Markets ETF in Q2 2023 and has held it in 13 quarters since.
Advisory Services Network's Avantis All Equity Markets ETF position peaked at $2.21M in Q3 2024.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.