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 Q2	$4.34M	Hold	43,782	–	–	0.43%	44
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 $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

B&D White Capital Company's AVGE Position: Q2 2026 in Review

B&D White Capital Company held its Avantis All Equity Markets ETF (AVGE) position steady in Q2 2026 at 43,782 shares worth $4.34M. The position accounts for 0.43% of the portfolio, ranked #44.

B&D White Capital Company first reported a position in AVGE in Q3 2024 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

B&D White Capital Company held 43,782 shares of Avantis All Equity Markets ETF worth $4.34M as of Q2 2026.
B&D White Capital Company left its Avantis All Equity Markets ETF share count unchanged in Q2 2026.
Avantis All Equity Markets ETF made up 0.43% of B&D White Capital Company's portfolio in Q2 2026, its #44 holding.
B&D White Capital Company first reported a position in Avantis All Equity Markets ETF in Q3 2024 and has held it in 6 quarters since.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.