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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
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
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
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return

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

B&D White Capital Company held its Avantis All Equity Markets Value ETF (AVGV) position steady in Q1 2026 at 51,228 shares worth $3.97M. The position accounts for 0.49% of the portfolio, ranked #34.

B&D White Capital Company first reported a position in AVGV in Q2 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold AVGV as of Q1 2026.

  • B&D White Capital Company held 51,228 shares of Avantis All Equity Markets Value ETF worth $3.97M as of Q1 2026.
  • B&D White Capital Company left its Avantis All Equity Markets Value ETF share count unchanged in Q1 2026.
  • Avantis All Equity Markets Value ETF made up 0.49% of B&D White Capital Company's portfolio in Q1 2026, its #34 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 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q1 2026.

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