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

B&D White Capital Company’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 Q2	$4.36M	Hold	51,228	–	–	0.43%	43
2026 Q1	$3.97M	Hold	51,228	–	–	0.49%	34
2025 Q4	$3.75M	Hold	51,228	–	–	0.43%	39
2025 Q3	$3.6M	Buy	51,228 +25,530	+99%	+$1.74M	0.46%	38
2025 Q2	$1.68M	Buy	+25,698	New	+$1.58M	0.26%	50

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

McCartney Wealth Management Clayton, Missouri $132M AUM

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MWML

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MWM

Maimon Wealth Management Ra'anana, Israel $130M AUM

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

B&D White Capital Company held its Avantis All Equity Markets Value ETF (AVGV) position steady in Q2 2026 at 51,228 shares worth $4.36M. The position accounts for 0.43% of the portfolio, ranked #43.

B&D White Capital Company first reported a position in AVGV in Q2 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

B&D White Capital Company held 51,228 shares of Avantis All Equity Markets Value ETF worth $4.36M as of Q2 2026.
B&D White Capital Company left its Avantis All Equity Markets Value ETF share count unchanged in Q2 2026.
Avantis All Equity Markets Value ETF made up 0.43% of B&D White Capital Company's portfolio in Q2 2026, its #43 holding.
B&D White Capital Company first reported a position in Avantis All Equity Markets Value ETF in Q2 2025 and has held it in 5 quarters since.
31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

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