AC
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
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

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apella Capital's AVGE Position: Q2 2026 in Review

Apella Capital increased its Avantis All Equity Markets ETF (AVGE) stake by 21% in Q2 2026, buying an estimated $292K and bringing the position to 17,498 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #288.

Apella Capital first reported a position in AVGE in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Apella Capital held 17,498 shares of Avantis All Equity Markets ETF worth $1.72M as of Q2 2026.
  • Apella Capital bought 3,030 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $292K.
  • Avantis All Equity Markets ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #288 holding.
  • Apella Capital first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.