AFG
AVGV icon

Atomi Financial Group’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Atomi Financial Group’s Portfolio AVGV Stock Details AVGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Buy
3,669
+862
+31% +$67.5K 0.01% 978
2025
Q4 		$205K Sell
2,807
-301
-10% -$21.5K 0.01% 1140
2025
Q3 		$219K Buy
+3,108
New +$212K 0.01% 1077

Other funds holding AVGV

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
McCartney Wealth Management Clayton, Missouri $119M AUM
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $119M AUM 13.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Atomi Financial Group's AVGV Position: Q1 2026 in Review

Atomi Financial Group increased its Avantis All Equity Markets Value ETF (AVGV) stake by 31% in Q1 2026, buying an estimated $67.5K and bringing the position to 3,669 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #978.

Atomi Financial Group first reported a position in AVGV in Q3 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold AVGV as of Q1 2026.

  • Atomi Financial Group held 3,669 shares of Avantis All Equity Markets Value ETF worth $285K as of Q1 2026.
  • Atomi Financial Group bought 862 Avantis All Equity Markets Value ETF shares in Q1 2026, an estimated $67.5K.
  • Avantis All Equity Markets Value ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #978 holding.
  • Atomi Financial Group first reported a position in Avantis All Equity Markets Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.