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

Austin 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 Q1	–	Sell	-45,820	Closed	-$4.04M	–	122
2025 Q4	$4.04M	Buy	45,820 +3,172	+7%	+$268K	0.6%	37
2025 Q3	$3.56M	Buy	42,648 +3,504	+9%	+$282K	0.56%	37
2025 Q2	$3.07M	Buy	39,144 +8,831	+29%	+$641K	0.55%	37
2025 Q1	$2.13M	Buy	30,313 +7,582	+33%	+$557K	0.43%	41
2024 Q4	$1.68M	Buy	22,731 +10,503	+86%	+$782K	0.35%	47
2024 Q3	$895K	Buy	12,228 +4,197	+52%	+$297K	0.2%	60
2024 Q2	$571K	Hold	8,031	–	–	0.13%	72
2024 Q1	$562K	Buy	+8,031	New	+$530K	0.14%	71

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Austin Wealth Management's AVGE Position: Q1 2026 in Review

Austin Wealth Management sold out of Avantis All Equity Markets ETF (AVGE) in Q1 2026, closing a stake of 45,820 shares — an estimated $4.04M sold.

Austin Wealth Management first reported a position in AVGE in Q1 2024 and held it in 8 quarters. The position peaked at $4.04M in Q4 2025. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

Austin Wealth Management reported no remaining Avantis All Equity Markets ETF position as of Q1 2026 after selling out during the quarter.
Austin Wealth Management sold 45,820 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $4.04M.
Austin Wealth Management first reported a position in Avantis All Equity Markets ETF in Q1 2024 and held it in 8 quarters.
Austin Wealth Management's Avantis All Equity Markets ETF position peaked at $4.04M in Q4 2025.
129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.