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

Ameritas Advisory Services’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	$337K	Buy	+3,404	New	+$328K	0.01%	905
2025 Q3	–	Sell	-792	Closed	-$61.4K	–	2159
2025 Q2	$61.4K	Sell	792 -2,993	-79%	-$217K	﹤0.01%	1210
2025 Q1	$269K	Hold	3,785	–	–	0.01%	730
2024 Q4	$274K	Buy	3,785 +8	+0.2%	+$596	0.01%	750
2024 Q3	$279K	Sell	3,777 -314	-8%	-$22.3K	0.01%	701
2024 Q2	$284K	Buy	4,091 +2	+0%	+$138	0.01%	742
2024 Q1	$286K	Buy	+4,089	New	+$270K	0.01%	722
2023 Q4	–	Sell	-5,853	Closed	-$344K	–	684
2023 Q3	$344K	Buy	+5,853	New	+$355K	0.02%	596
2023 Q2	–	Sell	-7,460	Closed	-$434K	–	683
2023 Q1	$434K	Buy	+7,460	New	+$433K	0.02%	524

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

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

Ameritas Advisory Services opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 3,404 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in AVGE as recently as Q2 2025.

Ameritas Advisory Services first reported a position in AVGE in Q1 2023 and has held it in 9 quarters since. The position peaked at $434K in Q1 2023. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Ameritas Advisory Services held 3,404 shares of Avantis All Equity Markets ETF worth $337K as of Q2 2026.
Avantis All Equity Markets ETF was a new Ameritas Advisory Services position in Q2 2026.
Avantis All Equity Markets ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #905 holding.
Ameritas Advisory Services first reported a position in Avantis All Equity Markets ETF in Q1 2023 and has held it in 9 quarters since.
Ameritas Advisory Services's Avantis All Equity Markets ETF position peaked at $434K in Q1 2023.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.