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 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

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Frankly Finances Winter Park, Florida $127M AUM

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

HKIMG

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

YWM

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Barlow Wealth Partners's AVGE Position: Q2 2026 in Review

Barlow Wealth Partners held its Avantis All Equity Markets ETF (AVGE) position steady in Q2 2026 at 4,472 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #90.

Barlow Wealth Partners first reported a position in AVGE in Q4 2023 and has held it in 11 quarters since. 37 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Barlow Wealth Partners held 4,472 shares of Avantis All Equity Markets ETF worth $439K as of Q2 2026.
Barlow Wealth Partners left its Avantis All Equity Markets ETF share count unchanged in Q2 2026.
Avantis All Equity Markets ETF made up 0.05% of Barlow Wealth Partners's portfolio in Q2 2026, its #90 holding.
Barlow Wealth Partners first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 11 quarters since.
37 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.