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 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

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return

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

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return