Arlington Financial Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Arlington Financial Advisors’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	$387K	Buy	3,907 +151	+4%	+$14.5K	0.05%	72
2026 Q1	$331K	Sell	3,756 -30	-0.8%	-$2.7K	0.05%	76
2025 Q4	$325K	Buy	3,786 +147	+4%	+$12.4K	0.05%	83
2025 Q3	$304K	Sell	3,639 -20	-0.5%	-$1.61K	0.04%	93
2025 Q2	$284K	Sell	3,659 -122	-3%	-$8.86K	0.05%	75
2025 Q1	$269K	Buy	3,781 +346	+10%	+$25.4K	0.05%	95
2024 Q4	$249K	Sell	3,435 -290	-8%	-$21.6K	0.05%	83
2024 Q3	$275K	Buy	+3,725	New	+$264K	0.06%	64

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

Arlington Financial Advisors's AVGE Position: Q2 2026 in Review

Arlington Financial Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 4% in Q2 2026, buying an estimated $14.5K and bringing the position to 3,907 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #72.

Arlington Financial Advisors first reported a position in AVGE in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Arlington Financial Advisors held 3,907 shares of Avantis All Equity Markets ETF worth $387K as of Q2 2026.
Arlington Financial Advisors bought 151 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $14.5K.
Avantis All Equity Markets ETF made up 0.05% of Arlington Financial Advisors's portfolio in Q2 2026, its #72 holding.
Arlington Financial Advisors first reported a position in Avantis All Equity Markets ETF in Q3 2024 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.