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Arista Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Arista Wealth Management’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 		$1.09M Buy
+10,998
New +$1.06M 0.12% 100
2025
Q1 		– Sell
-3,087
Closed -$223K – 66
2024
Q4 		$223K Buy
3,087
+24
+0.8% +$1.79K 0.05% 63
2024
Q3 		$226K Hold
3,063
– – 0.05% 63
2024
Q2 		$212K Buy
3,063
+7
+0.2% +$483 0.06% 61
2024
Q1 		$213K Buy
+3,056
New +$202K 0.16% 33

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

Arista Wealth Management's AVGE Position: Q2 2026 in Review

Arista Wealth Management opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 10,998 shares worth $1.09M. The stake represents 0.12% of the portfolio and ranks #100 among its holdings. This is a return to the name: Arista Wealth Management previously reported a position in AVGE as recently as Q4 2024.

Arista Wealth Management first reported a position in AVGE in Q1 2024 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Arista Wealth Management held 10,998 shares of Avantis All Equity Markets ETF worth $1.09M as of Q2 2026.
  • Avantis All Equity Markets ETF was a new Arista Wealth Management position in Q2 2026.
  • Avantis All Equity Markets ETF made up 0.12% of Arista Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Arista Wealth Management first reported a position in Avantis All Equity Markets ETF in Q1 2024 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.