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

BIP Wealth’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 		$11.6M Buy
116,708
+8,261
+8% +$795K 0.33% 62
2026
Q1 		$9.55M Buy
108,447
+4,651
+4% +$419K 0.39% 54
2025
Q4 		$8.92M Buy
103,796
+10,474
+11% +$885K 0.31% 66
2025
Q3 		$7.78M Buy
93,322
+22,860
+32% +$1.84M 0.38% 49
2025
Q2 		$5.46M Buy
70,462
+23,333
+50% +$1.69M 0.34% 46
2025
Q1 		$3.36M Buy
47,129
+18,935
+67% +$1.39M 0.22% 52
2024
Q4 		$2.04M Buy
28,194
+3,516
+14% +$262K 0.14% 64
2024
Q3 		$1.82M Buy
24,678
+10,719
+77% +$760K 0.12% 66
2024
Q2 		$968K Buy
13,959
+8,902
+176% +$614K 0.08% 79
2024
Q1 		$353K Buy
+5,057
New +$334K 0.03% 146

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

BIP Wealth's AVGE Position: Q2 2026 in Review

BIP Wealth increased its Avantis All Equity Markets ETF (AVGE) stake by 7.6% in Q2 2026, buying an estimated $795K and bringing the position to 116,708 shares worth $11.6M. The position accounts for 0.33% of the portfolio, ranked #62.

BIP Wealth first reported a position in AVGE in Q1 2024 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • BIP Wealth held 116,708 shares of Avantis All Equity Markets ETF worth $11.6M as of Q2 2026.
  • BIP Wealth bought 8,261 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $795K.
  • Avantis All Equity Markets ETF made up 0.33% of BIP Wealth's portfolio in Q2 2026, its #62 holding.
  • BIP Wealth first reported a position in Avantis All Equity Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.