Barlow Wealth Partners’s Avantis All Equity Markets ETF AVGE Stock Holding History

Barlow Wealth Partners’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 Q3	$447K	Hold	4,472	–	–	0.05%	91
2026 Q2	$439K	Hold	4,472	–	–	0.05%	90
2026 Q1	$425K	Hold	4,472	–	–	0.05%	92
2025 Q4	$397K	Hold	4,472	–	–	0.04%	94
2025 Q3	$373K	Hold	4,472	–	–	0.04%	95
2025 Q2	$350K	Hold	4,472	–	–	0.04%	93
2025 Q1	$314K	Hold	4,472	–	–	0.04%	96
2024 Q4	$328K	Hold	4,472	–	–	0.04%	100
2024 Q3	$329K	Hold	4,472	–	–	0.04%	106
2024 Q2	$313K	Hold	4,472	–	–	0.04%	109
2024 Q1	$303K	Hold	4,472	–	–	0.04%	110
2023 Q4	$290K	Buy	+4,472	New	+$270K	0.04%	112

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return

Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return

Barlow Wealth Partners's AVGE Position: Q3 2026 in Review

Barlow Wealth Partners held its Avantis All Equity Markets ETF (AVGE) position steady in Q3 2026 at 4,472 shares worth $447K. The position accounts for 0.05% of the portfolio, ranked #91.

Barlow Wealth Partners first reported a position in AVGE in Q4 2023 and has held it in 12 quarters since. 89 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

Barlow Wealth Partners held 4,472 shares of Avantis All Equity Markets ETF worth $447K as of Q3 2026.
Barlow Wealth Partners left its Avantis All Equity Markets ETF share count unchanged in Q3 2026.
Avantis All Equity Markets ETF made up 0.05% of Barlow Wealth Partners's portfolio in Q3 2026, its #91 holding.
Barlow Wealth Partners first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 12 quarters since.
89 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.