B&D White Capital Company’s Avantis All Equity Markets ETF AVGE Stock Holding History

B&D White Capital Company’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	$3.85M	Sell	43,782 -1,380	-3%	-$124K	0.48%	35
2025 Q4	$3.88M	Buy	45,162 +1	+0%	+$85	0.45%	38
2025 Q3	$3.77M	Buy	45,161 +22,615	+100%	+$1.82M	0.48%	36
2025 Q2	$1.75M	Buy	+22,546	New	+$1.64M	0.27%	49
2024 Q4	–	Sell	-7,214	Closed	-$533K	–	67
2024 Q3	$533K	Buy	+7,214	New	+$511K	0.09%	54

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

B&D White Capital Company's AVGE Position: Q1 2026 in Review

B&D White Capital Company reduced its Avantis All Equity Markets ETF (AVGE) stake by 3.1% in Q1 2026, selling an estimated $124K and leaving 43,782 shares worth $3.85M. The position accounts for 0.48% of the portfolio, ranked #35.

B&D White Capital Company first reported a position in AVGE in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.88M in Q4 2025. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

B&D White Capital Company held 43,782 shares of Avantis All Equity Markets ETF worth $3.85M as of Q1 2026.
B&D White Capital Company sold 1,380 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $124K.
Avantis All Equity Markets ETF made up 0.48% of B&D White Capital Company's portfolio in Q1 2026, its #35 holding.
B&D White Capital Company first reported a position in Avantis All Equity Markets ETF in Q3 2024 and has held it in 5 quarters since.
B&D White Capital Company's Avantis All Equity Markets ETF position peaked at $3.88M in Q4 2025.
129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.