Apella Capital
AVGE icon

Apella Capital’s Avantis All Equity Markets ETF AVGE Stock Holding History

Apella Capital’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
Q3 		$1.82M Buy
18,313
+815
+5% +$81.5K 0.02% 298
2026
Q2 		$1.72M Buy
17,498
+3,030
+21% +$292K 0.02% 288
2026
Q1 		$1.37M Sell
14,468
-1,261
-8% -$113K 0.02% 314
2025
Q4 		$1.35M Buy
15,729
+3,150
+25% +$266K 0.03% 245
2025
Q3 		$1.04M Buy
12,579
+1,442
+13% +$116K 0.02% 251
2025
Q2 		$868K Sell
11,137
-1,445
-11% -$105K 0.02% 237
2025
Q1 		$855K Sell
12,582
-793
-6% -$58.3K 0.03% 203
2024
Q4 		$968K Buy
13,375
+1,369
+11% +$102K 0.04% 166
2024
Q3 		$883K Sell
12,006
-9,464
-44% -$671K 0.04% 157
2024
Q2 		$1.5M Buy
21,470
+13,297
+163% +$918K 0.07% 120
2024
Q1 		$568K Buy
8,173
+353
+5% +$23.3K 0.03% 180
2023
Q4 		$497K Buy
+7,820
New +$471K 0.03% 185

Other funds holding AVGE

Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Pacific Asset Management
Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

Apella Capital's AVGE Position: Q3 2026 in Review

Apella Capital increased its Avantis All Equity Markets ETF (AVGE) stake by 4.7% in Q3 2026, buying an estimated $81.5K and bringing the position to 18,313 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #298.

Apella Capital first reported a position in AVGE in Q4 2023 and has held it in 12 quarters since. 107 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

  • Apella Capital held 18,313 shares of Avantis All Equity Markets ETF worth $1.82M as of Q3 2026.
  • Apella Capital bought 815 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $81.5K.
  • Avantis All Equity Markets ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #298 holding.
  • Apella Capital first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 12 quarters since.
  • 107 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.